Financial Management

03/10/2024

We're delighted to have made the FT Adviser's Top 100 again! With over 5,000 advice firms in the UK, being one of the top 100 is an achievement we feel very proud of.

10/06/2024

Well done to everyone involved creating this very special community and charity event.

22/02/2023

https://fmifa.co.uk/online-viewing/review-2023/
Please take a read. Our newsletter is created by us for our clients.

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25/02/2021

Read our latest newsletter with plenty of topical articles and client frequently asked questions.

The Financial Planners write their own annual newsletter on topics that have been raised by clients. This special edition celebrates our 30 year anniversary and FM being added to the top 100 Financial Advisers in the UK by the Financial Times. 

02/12/2020

Job vacancy – office administrator for business based in Penn

Financial Services experience essential.

Please send CV to [email protected].

23/10/2020

We are really excited to share some great news with you, we've been ranked by the Financial Times in the Top 100 Financial Advisers in the UK.

Everyone within the team really works hard to help our clients achieve their financial goals, so this recognition is a credit to everyone associated with our firm.

As always, it's all about the people who have chosen us to bring their financial plans to life. As a small independent firm, we pride ourselves on our personal service, and the strong, long-lasting relationships we build with clients and their families. It's therefore our clients we would like to thank the most.

Thank you!

21/05/2020

Ducklings are here! Very lucky to work in this beautiful location. Irises are now out too! We look forward to meeting clients in Penn Barn again soon but please don't wait, we are able to host video meetings. Contact us if you want to discuss your investment or retirement plans. We believe life's better when you have a plan or someone to talk through any concerns.

18/05/2020

Thank you for sending photographs of the beautiful flowers grown from the seeds we handed out to encourage more bees into our gardens. We would love to see more photographs.

29/04/2020

Eddie and Rosie have been clients for over 15 years. In this video they share their experience of Financial Management. We are delighted they trusted us to help them to reach their financial goals.

29/04/2020

Thank you to our client for sending us a photo of the wildflowers grown from the seeds we had sent them a while ago. "They have not stopped flowering. So definitely a gift that gives giving, thank you."

29/04/2020

Please help yourself to a packet of wildflower seeds. We hope you will be able to create a rainbow of colour in your garden. They can be picked up outside Penn Barn, opposite the duck pond.

05/03/2020

One month until the end of the tax year. The scramble is on to use tax allowances before the 2019/20 tax year ends on 5th April. Read our Factsheet on how you can invest tax efficiently.

Visit the post for more.