Telephone: 01539 725855

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What we offer

Protection for you, your family and your business – Separating the frogs from the princes…

Finding the right financial planner can be a gamble. Many of our clients come to us following a bad experience elsewhere. So if you’ve been left disappointed or worried, it’s time to call FMB.

Our primary goal is to make sure you get the best possible advice to help you plan and manage your finances and assets. Unlike banks and building societies, we are genuinely independent, which means we continually study all the available financial products to make sure we only recommend the most appropriate investment strategy for you.

Protecting you

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.

Protecting your business

We really understand the unique nature of family, farming and hospitality businesses in Cumbria. Many of our business clients have involved several generations of one family. Use our expertise to protect the long term future of your business, such as:

  • 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

Find out how we can protect you, your family or your business...
Call us on: 01539 725855

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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