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Welcome to Financial Management Bureau

Supporters of Sandgate Hydrotherapy Pool...

Our next fundraising event for Sandgate Hydrotherapy Pool is the Keswick to Barrow (K2B) walk on 10th May, where "Team FMB" will be walking over 40 miles to raise money for the pool. We are grateful of any donations - no matter how big or small. If you would like to make a donation, read how to on our "Supporting the Community" page (under the 'About FMB' tab). Thank you for your support!

What we do…

  • Financial Planning

    Sound financial planning and careful management will help you cope financially with the significant events and challenges in your life. Financial services for individuals »

  • Made for You

    No two clients are ever alike. That's why we take the time to discover your situation, needs and circumstances before offering financial advice. Find out how we work »

  • Best for Business

    Putting off Auto-enrolment, hoping it will go away? It won't. You need to act… We can help with our comprehensive package for small businesses. Pension review service »

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Recent blog posts

  • Act rationally...

    By Richard Hancock, 03 April 2014 – 0 comments
    Blog image
    In the course of my research as Chief Investment Officer at FMB I read a lot of financial press. A thought occurred to me recently, why do the media seem to be so hell bent on pushing people towards the cheapest product, cheapest fund and even the cheapest Financial Planner? It got me thinking about other aspects of our lives and how we decide on our purchases. Looking into the car park I do not see many Dacia cars, so obviously when it comes to our cars we do not look for the cheapest. A quick look in the fridge shows very few “basics” products, so our food is rarely just “the cheapest”. In hardly any circumstances…
    Continue reading »
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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.

    Tim and Anne Crake
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