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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.


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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    We have recently undergone our Investors in People reassessment under the new Sixth Generation Standard and we're delighted to announce that we have achieved the Silver Accreditation - and we were even close to achieving Gold! This is tribute to the effort of a great team!

    Amazingly, 2016 is also

Recent Tweets

What's on?

  • FREE Nordic Walking Taster Session for FMB Clients

    Friday 9 September 2016, 2.00pm - 4.00pm

    Location: Fell Foot Park, Newby Bridge, LA12 8NN

    Session Times: 1.45pm for 2pm OR 2.45pm for 3pm

    We are holding a FREE taster session with Nicola Sproson of Nic’s Nordic Walks for any of our clients who are interested in learning about Nordic Walking.

    Due to the popularity of the event, we are now holding two back-to-back sessions; one starting at 2pm and one at 3pm and we currently have a few spaces remaining on each. Why not join us?

    Learn the basics in our FREE hour-long taster session with Nicola Sproson of Nic’s Nordic Walks. The session will not be too vigorous and can be enjoyed by people of many abilities. Afterwards, we will make our way to the on-site cafe for some well-deserved complimentary cake and refreshments.

    Free parking passes will be provided on the day.

    About Nordic Walking...

    Nicola has been working with the FMB team to promote well being through Nordic Walking. We have known Nicola for many years; she is passionate about the outdoors and her sessions are entertaining as well as a great workout.

    Nordic Walking was developed by cross country skiers to keep fit in the Summer, it is not just 'walking with sticks' as some folk think, but is sport designed to work the whole body. You will find the technique changes the way the body moves and improves posture from the first lesson.

    Nordic Walking benefits in summary:

    • Burns 46% more calories than normal walking.
    • Uses 90% of your body's muscles.
    • It reduces pressure on the lower limb joints, shoulders and neck and
    • Strengthens your lower back and core muscles.

    How to book your place(s):

    There is no charge for the event but please note there are only a few more places remaining. To book yours, please contact Rebecca by email at or by telephone on 01539 725855.

From our Blog

  • Blog image

    Mind Full or Mindful?

    By Andrew Laisby, 24 August 2016 – 

    Unless you have been living in a cave without TV, radio or the internet, you cannot have failed to notice that the Olympics have just finished.

    In all seriousness, you cannot help marvel at the

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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 - 2016. 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