Many organisations, small business and family-owned businesses face challenges when transitioning due to a lack of proper ways to tackle succession planning. There is a loss of decades of knowledge and experience when a key employee departs or retires. This is then followed by a turbulent transition which in many cases interferes with the future Read More +
Press Release
FH Manning Financial Services partners with Hymans Robertson Investment Services LLP
March 2026
As you are aware we are continually reviewing our investment process and over the last 18 months we have been in discussions with Hymans Robertson Investment Services LLP (HRIS), part of the Hymans Robertson group, one of the UK’s leading independent pension and financial services consultancies, to look into ways to enhance our Investment Process.
They were looking to partner with just a handful of IFAs, like us, across the UK, giving those IFAs the benefit of their fund research and access to funds and discounted share-classes which are not normally available to IFA firms.
We are pleased to be able to formally introduce you to HRIS via the following interviews, which took place with Cole Mills and the Chief Investment Officer, William Marshall, at their London offices last week.
Part 1: Overview of HRIS – Click Here
Part 2: Value for money – Click Here
Part 3: HRIS’ expertise – Click Here
Part 4: Investment portfolios – Click Here
Part 5: Moving forward, together – Click Here
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FH Manning Financial Services launches ‘ Just One Financial Thing e-Book’ – November 2025
With so much advice out there, it’s easy to get lost in complex strategies and forget that sometimes, small changes can make a big difference. With my love of food and good health, and inspired by #JustOneThing from the late Michael Mosley and the practical wisdom of Tim Spectator, our Managing Director, Claire Markham has put together a series of 30 simple, actionable steps that anyone can take to improve their financial health.Whether you’re just starting on your financial journey or looking to fine-tune your existing habits, these tips are designed to help you build a more secure and prosperous future — #JustOneFinancialThing at a time. Feel free to upload the e-book here
Previous Press Releases
Our Managing Director Claire Markham has been nominated for the ‘ Women in Investment Awards 2024’ !
The awards are now in their eighth year and are going from strength to strength. Claire had no idea her name had been put forward and is quite frankly humbled to be recognised in the following categories:
- Investment Woman of the Year (small to medium firms)
- Mentor of the Year
- Unsung Hero Award
For those that are not aware of these awards and the reasoning behind them there is an overview below.
” Our awards not only honour the inspiring achievements of women across all parts of the investment industry, they also help shape the discussion around how we can improve diversity & inclusion within the sector and make a real impact.
Investment Week is championing improving diversity & inclusion within the investment sector and we believe these awards have a valuable part to play in drawing attention to this issue and demonstrating real change is starting to happen.”
FH Manning Financial Services Wins Awards for Excellent Customer Service
FH Manning Financial Services director, Claire Markham, won the VouchedFor top-rated financial advisors award for 2021, while the firm was among the winners of TED’s Age-Friendly Business Award for 2021. The two awards are testament to the firm’s commitment to providing excellent and inclusive financial services to its customers. The two awards are given annually and attract interest from some of the largest financial services providers in the UK.
VouchedFor Top Rated Financial Advisers in the UK
The VouchedFor award goes to the top 20 firms or advisers who qualified based on the review agency’s stringent criteria. The award is open to firms of all sizes, from one-person consultancies to national organisations. VouchedFor allows financial advisers to qualify individually or as part of a branded financial consultancy. Participants are required to invite all their clients without cherry picking.
For firms or advisors to qualify for the award they must:
• demonstrate commitment to excellence by regularly inviting their clients to leave a review on the VouchedFor website
• agree to a VouchedFor audit to ensure that they have invited reviews from all non-exempt clients
• prove that the clients are engaged with their business by achieving a high response rate on the review invitations
• demonstrate that they have satisfied customers by achieving a high average rating
VouchedFor provides a tangible way for customer-focused firms and advisors to demonstrate their desire to improve their clients’ financial security and wealth. The firms or advisors who win the award manifest exceptional commitment to building trust and transparency with their customers. They all received excellent reviews from their clients. Claire Markham of FH Manning Financial Services got a rating of 4.9/5 from 54 reviews.
Age-friendly Business Award
TED’s Age-Friendly Business Award goes to firms that provide excellent service and environment to older customers. It gives customers confidence that their financial adviser is committed to ensuring that older customers are satisfied with the quality of financial services they get.
How the Age-Friendly Business Award Works
1. The participating firm must directly apply or get a recommendation from a customer to apply for the award.
2. Firms can register or get a nomination by contacting the TED Team.
3. After registration or nomination, the TED Team will communicate with the business and discuss the criteria for fulfilling the requirements.
4. TED will then book a meeting to visit the firm’s premises to assess its operations and customer service.
5. Upon the completion of the assessment, the evidence is submitted to the TED Program Manager for a comprehensive and objective assessment.
6. A TED Team member will then inform the firm of the results and any recommendations.
7. Winning firms are presented with a TED Age-Friendly Business Award certificate and a window sticker that they can display at their offices.
The award team assesses firms for:
• Customer comfort
• Respect and inclusion
• Accessibility
• Clear marketing and communication
TED’s age-friendly business accreditation is a recognition that the business values older customers and promotes a positive view of ageing.
About FH Manning Financial Services
FH Manning Financial Services is a financial consultancy based in Horncastle, Lincolnshire and provides professional financial advice to individuals, trustees and corporate clients. The firm has being in the financial advisory business for over 40 years and has a reputation for building long-term relationships with clients based on transparency and mutual trust. Their services include estate planning, lifestyle planning, family planning and retirement planning.
FH Manning is very proud and humbled to receive these awards, especially the VouchedFor award, as it is only given to top-rated companies as rated by their clients’ reviews. If you would like to have a chat about your personal financial affairs over a cup of coffee, please feel free to contact Claire at clm@fhmanning.co.uk.
