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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.

Breaking News

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    Steve Webb has an uncanny ability to draw in an audience with a topic that could possibly be described as the most unengaging subject in the world...pensions!

    However, with his dry sense of humour, bottomless pit of knowledge and years of experience he had our audience in the palm of his hand. We

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What's on?

  • Ducks in a Row Workshop

    Saturday 27 January 2018, 10.00am - 12.00pm

    Back by popular demand, 16 spaces for our free workshop!

     

    We will be holding another event for those new to financial

From our Blog

  • Blog image

    Labour Pension Vote Winner?

    By Ruth Power, 26 September 2017 – 

    I’m following the Labour Party conference this year with interest to see what thinking is emerging regarding tax, spending and state benefits and pick out the things that might perhaps impact on our

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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

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© Financial Management Bureau Ltd 2011 - 2017. 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