Financial Management

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.

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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FMIFA Review - Issue 7 - 2023

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

fmifa Review – 2021 Edition | fmifa 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. 

Job vacancy – office administrator for business based in Penn

Financial Services experience essential.

Please send CV to [email protected].

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!

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.

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.

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."