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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…

  • 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.


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

  • An exciting new venture for FMB...

    Posted 15 September 2015

    News image

    This week sees the start of an exciting new venture for FMB. We are going to be working with The Penrith Building Society to provide mortgage protection advice for their customers.

    The Building Society is the smallest in the country but has an excellent reputation for providing a service with a

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  • Ann Widdecombe

    Charity Gala Dinner with celebrity guest speaker, Ann Widdecombe

    Friday 23 October 2015, 7.00pm, until Saturday 24 October, 12.30am

    Venue: Castle Green Hotel



    Join us this October for our not-to-be-missed Charity Gala Dinner in aid of Sandgate Hydrotherapy Pool.

    Tickets include a sparkling drinks reception with jazz pianist, a stunning performance from Amabile Girls’ Choir, a sumptuous three-course meal and will be topped off with a dynamic and thoroughly entertaining after-dinner speech from the outspoken and controversial, Ann Widdecombe.

    You can also try your luck in our marvellous raffle.

    Tickets cost £40 per person* and are available either by contacting Rebecca or Ruth by email or by calling 01539 725855. Alternatively, you can purchase these securely via PayPal by clicking the 'Add to Cart' button below. Please advise of guest names and any dietary requirements when booking.

    * Tables of 10 can be purchased for a discounted price of £350. Please contact Rebecca or Ruth on 01539 725855 for this option.


    Dress code for the evening is black tie.



From our Blog

  • Blog image

    Workplace Pensions

    By Roger Jackson, 16 September 2015 – 

    Whether you are an employer or an employee; you are bound to have heard something about “Auto Enrolment” or “Workplace Pensions”. It may even be that your workplace pension is already up and running.

Notices and promotions

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