Financial Management Group

“What makes a perfect financial management consultant is someone who you trust without any doubt”. “The Financial Management Group are very proactive, so your portfolio is constantly being reviewed”. “We are a firm of wealth managers involved with general financial planning for both private and corporate clients”. “Our approach is very much one-to-one with the client. We have very personal relationships which we seek to develop and many of our clients have been with the practice for over 20 years”. “We’re big enough to offer a very efficient service but not too big that you just become a number and another person in the client bank”. “The moment I started working with FMG I knew I was in really safe hands and it was a piece of my life that I didn’t have to worry about anymore”. “Our ideal client is either an owner/director of their own business, who needs help with running the business from a financial point of view and planning for that business. Or a client with monies to invest or a portfolio to review and another ideal client would be someone starting out where some of our consultants could put them on the path to good financial planning”. “Until Alistair came on the scene and we started working with him and getting to know him, we didn’t have a pension but because of his advice we started and fortunately now we’re in a position of much more financial security than we would ever have been”. “Our ultimate goal for our clients is to make sure there affairs are arranged in the best way possible and that we continue to look after them and proactively review their situation” “I know that the money that I have is used in the proper way to buy the right kinds of things that protect my family and me and support me and allow me to think and look forward to the future… And I don’t have to worry about those things because I know they’re being done as well as they can be done”. “We are a very proactive and forward thinking business. Whilst we are regulated we don’t stand put. We’re constantly seeking to recruit and grow and develop because at the end of the day many of our clients are younger than the staffing directors and we have to be around for them through their retirement”. “Thanks to them we actually do now have a fairly secure future. We have sensible pensions and that’s just down to good advice”. “You can sleep at night, comfortable in the knowledge that what you need to do has been done and the things you need to take care of have been taken care of and that’s what the Financial Management Group always gave to me – without any doubt”. “You just feel your getting such a complete service and you’re so well looked after, you can actually almost forget your finances because you know there’s somebody there looking out for them”.