Telephone: 01539 725855

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About FMB

Financial planning services you can trust – We all wish we could turn straw into gold…

But in reality financial security boils down to planning, careful management and making sure your finances can cope with all the significant events and challenges in your life.

That's where we come in. We've been offering financial planning to people just like you for over 25 years. We have a team of 31, including 11 Financial Planners who take care of more than 2,500 clients and over £250 million of assets.

Every client has individual needs. We have a range of specialist services to suit your circumstances or situation:

  • Financial health check
  • Planning for retirement
  • Lifetime cash-flow modelling
  • Wealth management
  • Inheritance tax planning
  • Family trusts
  • Portfolio design and construction service
  • Lifetime mortgage (a type of equity release)
  • Long term care planning
  • Life and critical illness cover

We can also arrange mortages through a third party and, in addition, we offer a range of specialist business services:

  • Key person insurance - protect your business Profits, Loans and Ownership
  • Shareholder Protection Insurance
  • Employee pensions
  • Medical Insurance
  • Income Protection
  • Help with new employer responsibilities for Pensions, coming in from October 2012
  • Specialist taxation knowledge

It's all about listening

Our listening skills are the key our success as financial planners. Everything we do is tailored to suit you and your needs. This means you can rely on us to guide you through the complex financial landscape to secure your future.

We don't dance to anyone else's tune

Our independent status is something we take very seriously. Unlike your high street bank or building society we’re not tied to any provider. We study all the available financial products on the market to find the best solution for you.

Friendly expertise

The markets change daily. So we make sure our staff have their fingers on the pulse of all the latest products, services and legislation. Staff training, the latest technology and a full time financial researcher means that you can be sure of the most up to date and relevant advice.

Leave it to us or go it alone

Most of our clients like us to take care of all their investment and planning needs. But if you would like to implement your own plan, we can help you with friendly advice and steer you in the right direction.

We’re always available for an informal chat...
Call us on: 01539 725855

Our clients say...

  • FMB embraces the ethical and practice standards of the Institute of Financial Planning by ensuring that their team are all individual members of the Professional Body.

    Nick Cann Chief Executive, Institute of Financial Planning 
  • 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.

    Mr Morris
Read more testimonials

Additional Information

  • Mortgage advice

    Your home may be at risk if you do not keep up repayments on your mortage.

    To understand the features and risks of a lifetime mortgage ask for a personalised illustration.

    CHECK THAT A MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT SEEK INDEPENDENT ADVICE.

    There is a minimum fee for lifetime mortgage advice of £300 + VAT. The precise amount will depend on your circumstances and does not include fees payable to the product provider.

  • Please Note

    The Financial Conduct Authority does not regulate tax advice or  trust advice.

  • Is FMB right for you?

    Call us for an informal chat on 01539 725855 or drop in to our offices located just off the A591 outside Kendal and tell our financial planners your story.

    How to find us »

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