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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 are 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 a strong 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

Seasons Greetings

We would like to wish you all a very merry Christmas and a healthy and prosperous New Year. Please note our office will be closed from 12.30pm on Christmas Eve until Friday 2nd January.

Breaking News

  • News image

    Our chief Investment Officer Richard Hancock is well known within our industry and often gets asked to comment in our various trade publications. Premier Asset Management asked leading lights in the field to write pieces for their Telegraph supplement last weekend, and Richard has explained

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Notices and promotions

  • 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 2011 - 2014. 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