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It’s all change at FMB this month! From Monday (1st September), we have made some structural changes within the company which will, in turn, affect the way that we work.

Previously, our 10 Financial Planners were supported by two teams of administration support staff. These staff members concentrate on all of the ‘behind the scenes’ work that goes on at FMB that most of our clients don’t know much about. For example, when you make a new investment with us, they deal with sending the application forms off to the investment provider, making sure the money is invested correctly and speedily, and that all the paperwork is correctly produced. They produce valuations of your investments, handle enquiries and produce high quality financial plans for our clients.

At FMB we fully recognise the importance of providing a personal service. We know that when you call us, you don’t want to be ringing an ‘0845’ telephone number, be placed on hold or have to choose from an endless list of options. What you want to receive is a personal service; dealing with somebody who you are familiar with, who you can get through to straight away, and who is fully qualified to answer your queries.

Therefore, running alongside our excellent Client Services Team, we have appointed several ‘Relationship Managers’ and ‘Assistant Relationship Managers’. These are some of our most highly qualified administration staff who will work closely with the Financial Planners to provide the very best possible service to our customers. They will understand the relationship between the client and the Financial Planner and will be able to continue providing a top quality administration service, therefore allowing the Financial Planner to spend their time doing what they do best – conducting face to face meetings with our clients and producing high quality financial plans to ensure that their objectives and goals are achieved.

Why not take a look at the ‘Meet the Team’ section of our website to learn more about the individuals who make up the excellent administration team at FMB…

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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