Telephone: 01539 725855 – no menus – no options – talk to a real person today who can direct you to what you need
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We are an established family firm of financial planners based in South Lakeland.

We have been managing our clients’ wealth for over 25 years and can offer you a dedicated personal service - harnessing the latest technology combined with face to face meetings and unlimited phone access - to keep your finances on track.

Our clients say…

  • It’s important for me to feel confident. I’ve been with FMB for 15 years and developed a close relationship with my Financial Planner. The time spent going through the details and helping me understand the advice is crucial.

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  • Call us on 01539 725855
© Financial Management Bureau Ltd 2011 - 2014. 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