Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 18 October 2018, 7.30pm - 9.00pm

Prosper - a guide to financial competence

A finance workshop for young adults

Many of our clients have children in their twenties and thirties and it was suggested by one of you that we give more support to your children when it comes to helping get their financial affairs in order.

Sometimes it's hard to give advice to our own family; emotions and past history can cloud how the message is received. Money is certainly an emotive topic. It may be easier to direct family members to this evening course to help nudge them into making better decisions and thinking about the future. The course is geared towards giving young people the tools to help themselves and become financially savvy!

We have sixteen places open to children and family members of FMB clients.

The event will include information and interactive activities led by:-

Roger Jackson - Financial Planner from FMB
Ruth Power - Director of FMB

Topics covered

  • Budgeting
  • Savings
  • Mortgages
  • Protecting their life/income/mortgage
  • Auto-enrolment and pensions
  • Understanding tax

Delegates will also leave with a pack full of ideas and inspiration for getting their financial affairs in shape.

Roger will be on hand to answer any questions.

Click here to book online

alternatively call the office on 01539 725855 and chat with Ruth Power or Roger Jackson

Check out our complete list of forthcoming events.

© 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 www.financial-ombudsman.org.uk

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