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At FMB we have been working with businesses since we opened in 1987. Some of our earliest clients were quite large employers across the north who trusted the expertise of founder Les Beavis. Les had an in-depth knowledge of pensions dating back to his time at Provincial Insurance and Prolific Life and Pensions (which was bought by Scottish Provident in 1992).

Currently we manage group schemes for several large and many smaller companies. One of our most interesting stories is a large manufacturing plant in the Midlands whose final salary pension fund we look after. Les worked with Marlborough Fund Managers to create a specially managed fund run by Richard Dawson, Regional Director of Rathbones, based at their Kendal office.

Naturally many of our more local clients are in the hospitality industry which does include several hotels, however, we also have numerous garages, manufacturers, professional services, retail outlets and charities under our wing too. Whatever the business we can provide a full corporate financial planning service to support the HR manager or the business owner.

Although you might think of investments when you think of financial advice, we have dedicated corporate specialists to manage our business clients as well as a holder of the G60 specialist Pensions examination who can advise on complex pension transfers.

Recently we have taken a long look at all the different services we provide for businesses and grouped them under one place in our “Corporate Service Standard”. This details all the areas we can advise on and the fees we charge. We have several specialists in the field of corporate pensions and business protection both at advisor level and within our admin teams. Highly skilled people who will listen to what you want to achieve, research the appropriate solution for your business and then put it into action. In other words…we take away the hassle and more importantly, the risk.

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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