Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
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 - 2015. 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