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At FMB, your business isn’t just an afterthought or an add-on, we have really taken the time to devise a corporate service which is comprehensive and easy to follow.

The benefits of providing a creative employee package…

We live in a service economy. This means your people are probably your most valued asset. We can help you protect your golden eggs with expert advice on employee benefits.

Rewarding your most valued assets…

Offering an attractive package to your team can give you the edge over other employers when recruiting and ensure your existing employees feel valued. We would all like to pay our staff more but it is not always possible. However, research shows that salary is not always the most important motivational factor; having a good benefits package can boost staff morale. A motivated workforce will increase the productivity and effectiveness of your company.

Retaining your key people…

Staff retention is a concern when the cost of recruitment and training new people is such an expensive exercise. The potential savings are considerable. It is possible to build rewards for long service into the structure of your benefits package so that you have something further to offer loyal staff.

Removing the hassle…

It takes time to research and maintain pension and benefit packages and it could end up being a full time job for someone in your company who could quite frankly be doing something more productive. Letting FMB take care of this removes the hassle and enables you and your managers to concentrate on looking after your business.

Outsourcing the management of your benefits package removes the direct link between you and the administration of the scheme, so we deal with any problems not you, this avoids the potential for conflict between you and your staff.

Ticking the boxes…

Do you know if you are compliant with pension legislation? Do you even have time to find out? We do and we want to make sure you are doing all the right things. Not only that, we can help you do them even better. The default scheme that you will be directed to when pensions compulsion comes into force will, most likely, not be the best option for you. Don’t just be a reed in the wind; let us help you find the right solution before you are forced into, what could turn out to be the wrong one…

Our Corporate Client Charter…

  • We believe in training our staff to the highest standards so that they are qualified, experienced and can deliver the best level of service to you. As members of Investors in People we continually invest in training. Our back office provides our Financial Planners with unparalleled support exceeding that of even many national companies.
  • We are committed to making sure our Financial Planners are all qualified and are working towards the highest possible level of qualification. Between them they have many years’ experience of giving advice, as well as a wide variety of additional qualifications in specialist areas.We will let you know if changes need to be made to keep your retirement plans on track.
  • Our friendly and knowledgeable planners and customer services teams will be available by phone or email to take care of your needs and keep you updated. We will call you back normally within 48 hours or sooner if urgent.
  • Our research department will review all the financial products and investment options available from the whole of the market for our product panel which is monitored by our Investment Committee.
  • We will keep detailed records about your company and employees on our state of the art software system so that, for example, we can easily access your history and current position enabling us to answer your queries promptly.
  • We can deal with all correspondence on your behalf.
  • We will provide a second opinion service so you can use us as a sounding board if you have read or heard something about finance and want to know more.
  • We work with Solicitors and Accountants where necessary to achieve the best outcomes for our clients.
  • We will E-mail updates regularly on Financial Planning matters relevant to our clients.
  • We will never undertake the work we recommend without being clear about how much it will cost. All our financial plans and reports have a fees section so you can see how much it will cost before proceeding with any recommendations.

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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