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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:

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Business Owners

Get independent specialist advice on all aspects of corporate financial planning including business protection, pensions and auto enrolment. FMB for business

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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.

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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

  • Job Vacancy: Receptionist

    Posted 17 October 2014

    Job Role: Receptionist

    Contract Type: Permanent

    Hours: Part Time; 9am - 5pm Thursday & Friday plus optional additional full day for suitable candidate & flexibility for additional holiday cover

     

    We are looking for a welcoming, enthusiastic and motivated individual to join the FMB team as the

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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

  • Latest news for 7IM investors

    By Ruth Power, 14 October 2014 – 

    The 7IM Asset Allocation Committee met again recently to discuss their short term views on global economies. Their objective is to identify suggestions for short term tactical changes to reflect our

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