Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
Menu

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…

  • 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.

  • 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.

Announcement

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.

Breaking News

  • Job Vacancies

    Posted 15 May 2015

    Our support team are the core of our business. We believe that supporting their personal development by investing in their training and qualifications is essential so we can provide our clients with the best service possible. This is validated in the fact that we have been accredited with Investors

Recent Tweets

What's on?

No events are listed at present.

From our Blog

Notices and promotions

  • Cash Calculator
  • 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

e-newsletter

Your Details

Your interests (optional)

© Financial Management Bureau Ltd 2011 - 2015. 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