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Financial Planning

Providing guidance since 1987...

Did you know FMB have £250 million of client assets under management? With over 30 staff, we're big enough to provide a comprehensive service but still small enough to get to know you personally.

We listen to your story and plan a route, we use our technical know-how and experience to set a course of action to achieve your goals, but it doesn't stop there. We're with you every step of the way. We constantly monitor, review and update your plan.

FMB has the expertise, history, knowledge and tools to keep you on track and make sure you feel confident about the future. We make sure you get the most from your money and handle everything so you can just get on and enjoy life.

Peace of mind and security, provided by an independent local family business.

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

Call: 01539 725855

Professional Advisers

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

Our clients say…

  • A family run firm which we have known from inception (nearly) and one you find very friendly and can trust.

  • Nice friendly service: Philip is approachable and helpful, explaining everything in simple terms. Mum was delighted to receive the flowers on her birthday, typical of the "family" feeling generated by FMB.

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FMB - Setting you on the right path

In life it’s sometimes hard to discover the real story and get to the truth. We believe our honest approach and uncompromising integrity is one of the key reasons our clients come back to us time after time. You can speak to us in total confidence about your circumstances, concerns or aspirations and we’re confident we can set you on the right path to help you realise your financial ambitions and live the life you’ve always dreamt of. Contact us today and tell us your story.

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What's on?

  • Psychology of Retirement Seminar - Castle Green Hotel

    Friday 7 October 2016, 10.00am - 3.00pm

    Venue: Castle Green Hotel, Kendal


    Exclusive first places available to FMB clients only.

    Throughout your working life, you are able to take steps to prepare financially for retirement but what about preparing psychologically? This is equally as important. Retiring is a huge life event and without the routine and the call for work, it can often leave people feeling like they’ve lost their identity. Have you given any thought to what you’re going to do with all the free time you’ll have on your hands?

    Join us and guest speaker, Chartered Occupational Psychologist Shelly Rubinstein of Impact Consulting to hear about the psychological effects of retirement and gain valuable advice and guidance on how you can prepare yourself for this huge life milestone, and how to make the most of your time in retirement.

    The University of the Third Age (U3A) will also be joining us to speak about their unique and exciting organisation which provides life-enhancing and life-changing opportunities for retired and semi-retired people.

    Lakeland Voices, a unique choir that usually sing in the great outdoors will be providing us with entertainment.

    The seminar will include a two-course buffet lunch and refreshments throughout the day. Please advise of any dietary requirements when booking your place(s).

    How to book:

    There is no charge for FMB clients but spaces are limited and so, if you would like to book your place(s), you can do so easily online by clicking here.

    Alternatively, you can contact Rebecca on 01539 725855.

From our Blog

  • Blog image

    "A goal without a plan is just a wish…"

    By Ruth Power, 04 May 2016 – 

    You may have noticed that we talk less about Financial Advice and more about Planning, but what does this mean? Well, rather than talking about a financial product you might need, we go back right to

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  • 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

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© Financial Management Bureau Ltd 2011 - 2016. All rights reserved.
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