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Individuals & Families

Simple financial planning can help you achieve your lifetime goals...

Whichever path you choose, FMB will listen to your story and be your guide through an ever-changing financial landscape. We have the expertise, knowledge and tools to keep you on track and help you feel confident about the future. Learn more or talk to us today about:

Call: 01539 725855

Business Owners

Get independent specialist advice on all aspects of corporate financial planning including business protection, pensions and auto enrolment. FMB for business

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Professional Advisers

Working with FMB can help your clients maximise what they have and make sure they are prepared for the future. Read on

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  • My financial planner instils a feeling of trust and knowledge, and always takes whatever time is necessary to ensure you understand and are happy with the advice.


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Our website has undergone a complete transformation over the last few months. It's now mobile and tablet friendly so you can browse more easily on any device. We have also restructured and streamlined the content so if you need any help in finding your way around please get in touch. We're happy to help.

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    Thanks to everyone who came and supported our charity coffee morning last week. The event was a great success, with family, friends, clients and hydrotherapy clients calling in to buy delicious coffee from Farrers and homemade cakes courtsy of the FMB staff.

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  • Call us on 01539 725855
  • Top 5 financial planning tips for accumulators

    If you are in your thirties or forties now could be a good time to review your finances. We have compiled our top 5 tips for small tweaks that can make a big difference to your long term financial plans. See the top 5 tips here

  • Auto Enrolment and your business

    To find out how and when Auto Enrolment will affect your business call us on 01539 725855.


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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786