FB Wealth Management

FB Wealth Management Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strateg

We have provided independent financial advice to private individuals, business owners and their employees for over 30 years and have built an excellent reputation amongst our many loyal clients. As a firm we believe that no challenge is too great and we strive to provide solutions to even the most complex of financial planning needs. All of our advisers are qualified to at least the minimum standa

rd set out by our regulator with many qualified to a higher standard including chartered financial planner status, the highest level of qualification set out by our profession.

6 epic UK walks to take on in 2026:1. Cape Wrath Trail, Scotland2. The Pennine Way, England3. Hadrian’s Wall Path, Engla...
03/06/2026

6 epic UK walks to take on in 2026:

1. Cape Wrath Trail, Scotland
2. The Pennine Way, England
3. Hadrian’s Wall Path, England
4. Rhossili Headland, Gower, Wales
5. Causeway Coast, Northern Ireland
6. Buttermere Circuit, Lake District, England

Read our blog, linked below, to find out more.

https://fbwealth.co.uk/6-epic-uk-walks-to-take-on-in-2026/

5 ways a cashflow model could support your estate plan:1. Assess the impact of gifting during your lifetime2. Decide how...
29/05/2026

5 ways a cashflow model could support your estate plan:

1. Assess the impact of gifting during your lifetime
2. Decide how to pass on your estate
3. Highlight when you might benefit from Inheritance Tax planning
4. Support creating a care plan
5. Test “what if” scenarios

Read our blog, linked below, to learn more.

https://fbwealth.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

At the end of February 2026, the US and Israel launched strikes on Iran.The uncertainty caused by the war has affected m...
27/05/2026

At the end of February 2026, the US and Israel launched strikes on Iran.

The uncertainty caused by the war has affected market confidence, leading to falling prices.

While this market volatility might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Click the link below to find out more.

https://fbwealth.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

How your brain works can affect how you view wealth and different assets.For many, this can mean cash feels like a safer...
25/05/2026

How your brain works can affect how you view wealth and different assets.

For many, this can mean cash feels like a safer option than alternatives, but it's not always the right one.

Indeed, sometimes choosing to hold cash could mean you miss growth opportunities.

Click the link below to discover why cash feels safer than investments, and how you could make the most of your money.

https://fbwealth.co.uk/how-psychology-might-affect-your-view-of-cash-and-safety/

If you could send a message back to your past self, what would you say?Many people have been through periods of transiti...
22/05/2026

If you could send a message back to your past self, what would you say?

Many people have been through periods of transition that we might encounter one day, from retirement to selling a business.

To discover 5 insights from those who have been through these life changes and found that things weren't quite as they expected them to be, click the link below.

https://fbwealth.co.uk/a-time-travellers-guide-on-how-to-financially-plan-for-change/

As the weather improves, you might be looking to spend more time outdoors to enjoy nature.Heading out on a walk could be...
20/05/2026

As the weather improves, you might be looking to spend more time outdoors to enjoy nature.

Heading out on a walk could be a great way to enjoy the sunshine while also improving your health.

If you fancy a challenge, spectacular scenery, or simply a nice day out, click the link below to discover 6 epic walks across the UK you could try this year.

https://fbwealth.co.uk/6-epic-uk-walks-to-take-on-in-2026/

Deciding how you'd like your assets to be managed later in life and after you pass away may be intimidating.However, a c...
15/05/2026

Deciding how you'd like your assets to be managed later in life and after you pass away may be intimidating.

However, a cashflow model could help you answer both financial and emotional questions, so you're in a better position to tackle your estate plan.

Read our latest blog, linked below, to discover how cashflow modelling can project how your wealth will change.

https://fbwealth.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

Has the conflict in the Middle East affected the value of your investments?The Middle East is a large exporter of oil, a...
13/05/2026

Has the conflict in the Middle East affected the value of your investments?

The Middle East is a large exporter of oil, and the war has resulted in prices rising, which is likely to affect businesses and consumers around the world.

In addition, the Strait of Hormuz, an important waterway for trade, has been affected by the conflict, which may harm international supply chains.

If you have questions about your investment portfolio and how the current situation might affect you, we're here to help.

Get in touch or read our blog, linked below, to learn how markets have reacted to similar volatility in the past.

https://fbwealth.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

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26 South Saint Mary's Gate
Grimsby
DN311LW

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Wednesday 8:45am - 5:15pm
Thursday 8:45am - 5:15pm
Friday 8:45am - 5:15pm

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