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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.


Bank account compensation to be cut to £75,000

Under the Financial Services Compensation Scheme (FSCS), consumers can currently receive up to £85,000 compensation. However, from 1st January 2016, the amount will be reduced to £75,000, as a result of the strength of the pound. Hear more about this on our 'news' page.

Breaking News

  • It has been announced today that, as of 1st January 2016, millions of bank customers will get £10,000 less compensation if their bank were to go bust. 

    Currently, under the Financial Services Compensation Scheme (FSCS), consumers can receive up to £85,000 compensation. As of the next year, this

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What's on?

  • FMB Charity Gala Dinner

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

    Our next event will be a Charity Gala Dinner at the Castle Green Hotel in Kendal on Friday 23rd October. We are lining

From our Blog

  • Blog image

    The saving worries of a parent…

    By Louise Smith, 03 July 2015 – 

    If you are a parent of young children, as I am, you probably wonder from time to time about their financial future, for example:-

    • If they want to go to university, how will they/we pay for it?
    • How

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 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