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Individuals & Families

Simple financial planning can help you achieve your lifetime goals...

Whichever path you choose, FMB will listen to your story and be your guide through an ever-changing financial landscape. We have the expertise, knowledge and tools to keep you on track and help you feel confident about the future. Learn more or talk to us today about:

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…

  • 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

  • Businesses Beware...

    Posted 13 November 2014

    Cyber threats are numerous and well documented. It is thought that, worldwide, one PC is infected every 4.5 seconds and, in addition to infection, systems may also be exposed to deliberate sabotage or criminal intent.

    Reports suggest system downtime can cost businesses £10,000 per hour rising to as

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What's on?

  • You are cordially invited to join us at The Westmorland Hotel in Tebay for a short seminar with David Coombs. He will tell us about recent developments influencing the financial markets and the global economy, including the factors currently affecting the performance of domestic and international equity markets.

    David will also explain where he sees opportunities to invest across the wide range of asset classes now available to the retail investor and which areas have the potential to cause an upset and should be avoided. For those of you unsure as to which way the wind is blowing, this is the chance to gain an invaluable insight into the current state of affairs from one of the industries most respected multi-asset fund managers.

    Email Rebecca if you would like to reserve a place at this seminar.

From our Blog

  • Blog image

    Emergency Savings: How much is enough?

    By Ashley Magean, 11 November 2014 – 

    Those of you who have read my blogs before will know how passionate I am about protecting what is important. I have previously explained the benefits life cover can bring together with a whole manner

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