News & Blog

  • We have a work experience student from Queen Elizabeth School, Kirkby Lonsdale this week. We asked him what he thought the benefits of coming on work experience are!

    I've found my time at FMB to be really helpful, it's a good example of an office work environment. So my top 7 benefits are:-

    • Being out of your comfort zone and in an unfamiliar environment is a challenge
  • On the topic of savings and currencies, there has been an awful lot of attention focused on Bitcoin and other cryptocurrencies over the last 12 months. Last year, I saw many online articles advertising investment in Bitcoin while the price was rapidly on the up... only for the price to then fall sharply. The volatility of Bitcoin continues to be highlighted in the press,

  • 03 March 2018

    Standard Life sale to Phoenix

    By FMB

    It may not always be obvious to clients what goes on behind the scenes here at FMB. How do we make the decisions on a day to day basis about the best places for clients to put their hard earned wealth? We would always maintain that the most important part of our process is the PLAN. The bit that is completely personal to you. Which decisions you should make and when you

  • 26 September 2017

    Labour Pension Vote Winner?

    By FMB

    I’m following the Labour Party conference this year with interest to see what thinking is emerging regarding tax, spending and state benefits and pick out the things that might perhaps impact on our clients.

    Shadow Work and Pensions Minister Debbie Abrahams spoke yesterday and this is what she said; “We promised in our Manifesto to provide pension credit and additional

    © FMB 2017 - 2018. All rights reserved.
    Financial Management Bureau is authorised and regulated by the financial conduct authority.
    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
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit