Client Stories

A conversation with Andrew and Zoe Wilkinson

Andrew was brought up with parents who were careful with money. “My Dad did everything for himself; jobs around the house, gardening and growing things, even making toys like go-carts for us. My mum made jam and was also very frugal. My parents didn't just go and buy stuff if we

A conversation with Kath and Paddy Finn

Kath and Paddy Finn have been FMB clients for over 25 years. They met with their original planner, one of the founders Dennis Hale via a recommendation from their accountant when Kath had inherited some money. But let’s jump a bit further back and see how their relationship with

Jim and Kat Evans are relatively new clients to FMB. Jim said, "Consideration for the longer term hadn't really been thought about until the girls came along. Having gone self employed in the last couple of years, setting up our business and generating income meant we could also set up some fundamentals like pensions and

"FMB have been looking after my finances for many years. They help me to plan ahead and keep a clear sight of my future finances, with sound advice on how to make the most of my money. Planning ahead allows me to relax knowing my family's future is in safe hands."