New Model Adviser article by William Robins. William Robins continues a series on his experience of the life planning process, this time tackling obstacles to saving. In my last session, my life planner was trying to establish my vision, the ‘V’ in the five-stage EVOKE process described by life planning guru George Kinder. I have [...]

New Model Adviser Article by William Robins Will Robins continues a series on his experience of going through the life planning process. Just five months after my first meeting, I sat down for the second stage of my life plan with Chris Mellor, director of Buckinghamshire-based Inspired Financial Life Planning, ready to face my mortality. [...]

New Model Adviser Article by William Robins When I sat down with Chris Mellor, director of Inspired Financial Life Planning in Buckinghamshire, I was ‘at right angles’, arms crossed and answering questions as if it was a job interview. After two hours I was a mirror of my interviewer: facing him full on, comfortably reclined and [...]

Isa survey reveals lack of investor knowledge By Marc Shoffman, FinancialAdviser, Published Thursday, March 17, 2011 Research by the trade body found 55 per cent of equity Isa investors do not know the current tax year’s allowance while 64 per cent did not know the limit for 2011/2012. The IMA’s Investor Perspectives Survey also revealed [...]

As a main sponsor at the recent Watford Mencap Diamond Jubilee Ball, we are delighted to inform all that the event was covered by the Watford Observer and an artcile will be published in tomorrows edition, 11/02/11. For more information on the Ball or Watford Mencap click here. TFMG was delighted to have been associated with and contributed to [...]

The Financial Management Group has been announced as the main sponsor of Watford Mencap’s Diamond Jubilee Ball on January 29th. The Financial Management Group, Financial Planners & Wealth Management Consultants, based in Amersham and covering the South East, is headed up by Chris Mellor Dip PFS, Cert CII (MP), who started the company with his [...]

Christopher Mellor, Director of The Financial Management Group Independent Financial Advisers is well on the way to reaching the prestigious accreditation of becoming a registered Kinder Life Planner. Christopher says “I believe passionately in the unique tools developed by the Kinder Institute that enable my client conversations to reach a whole new level. A structured [...]