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Our fees are 100% transparent so there will be no nasty surprises; just certainty, clarity and peace of mind...

Service Standards

Our comprehensive and ongoing service will ensure that you get the most from your savings and investments…

We understand that not all clients have the same needs when it comes to financial planning, which is why we offer different levels of service for our private clients.

Our three service standards have been created with our clients in mind and are focused around their differing needs as well as the size and complexity of their portfolio.

You can be assured that no matter what the Service Standard, we will provide you with the minimum level of excellence set out in our Client Charter.

What else can I expect from my Service Standard?

Qualified support staff

Our client support team are the core of our business. We believe that investing in their training, qualifications and development is essential in order to provide our clients with the best service possible. We are proud to have held the Investors in People award since 1999.

Only the best technology will do

There is no black art to financial planning, but technology does play a part in what we do. We use a mass of software to assist us in providing tailored advice to our clients, including sophisticated cashflow modelling software that can help clients better visualise their financial future.

Open sesame

Sometimes trying to get through to financial institutions can be like trying to discover a secret password. When you call us there won’t be any obstacles; your call will be answered quickly by one of our helpful and friendly receptionists here in our Kendal office. Our ongoing service includes unlimited telephone calls to your planner and their support team all year round.

Working with other professionals

We work directly with your other professional advisors when appropriate - for example, we'll liaise directly with your solicitor when helping set up a trust fund or deal with your accountant to check on tax issues affecting your investments. This ensures you get a truly personal service with no hassle or time wasted interpreting different advice.

Regular review meetings

Clients tell us that this individual face-to-face time spent with their planner is the most valuable part of the service we provide. We will use these meetings to review your circumstances and ensure that your financial plan is keeping you on the right path to achieving your goals. Dependent on your Service Standard, we will hold a formal review meeting at least once a year.

Keeping you in the know

Financial legislation is constantly changing. We like to pass on our knowledge keep you up-to-date with changes that might affect you through the regular seminars and workshops we hold for clients, businesses and professional connections.

How we charge

We believe in fairness and transparency when it comes to our fees. We will explain these fully during the Discovery Meeting and subsequently at the various stages of our planning process. We will also confirm these in writing in your Service Agreement, which you will receive at the outset.

Our fees are based on the nature and complexity of the services you require and the amount of funds we manage on your behalf.

Our fees
Planning Fee When you become a client we will produce a financial plan containing all our research and advice. There will be a set fee for this. You will not need to pay this fee again unless you require advice on a different area that is not covered within your initial financial plan.
Implementation Fee Should there be anything to arrange or any financial products to implement, there will be a charge based on the investment amount or premium.
Ongoing Fee This covers our ongoing service and enables us to review your plan and provide assistance and guidance all year round.
Transactional Fees We have a menu of fixed fees for specific projects that you may need us to undertake on an ad-hoc basis.

We’re here to help you - call us on 01539 725855

Our clients say…

  • I find the staff and management excellent and always interested in myself in general. The service I get is always very good.

  • I have always found Chris and FMB to be most helpful and able to respond to queries promptly.

  • No fast sale, just sound advice.

  • 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.

Notices and promotions

  • FAQs

    Our FAQs page contains answers to many frequently asked questions relating to our service and fees. 

  • Our Client Charter

    When you become an FMB client you will receive the benefits outlined in our Client Charter as a minimum. All clients receive the same high standard and attention to detail regardless of the Service Standard they sign up to.

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© Financial Management Bureau Ltd 2011 - 2017. 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