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New Technology, new processes and new faces. Why we welcome change at FMB to keep us on our toes.

Well as 2017 starts with people refreshed after the Christmas break and brimming with new ideas, challenges, resolutions and the like, we start the year at FMB with lots of new faces and challenges too.

The world never stays still and neither do we at FMB; never one to sit on our laurels and follow the crowd. We are constantly reviewing what we do, how we do it and looking to the latest technology for better ways to bring value to our clients.

Our aim is to exceed our client’s expectations and deliver a truly holistic financial planning service which benefits their life and helps them to achieve their goals in the most effective way possible.

To do this we are constantly reviewing and refining our technology and processes to try and make them as efficient, effective and as Client focussed as possible. The whole team is involved with this process, as well as our Clients. We regularly contact clients for feedback and we act on all the feedback we receive.

This year we are launching PFP (Personal Finance Portal) for interested clients. This is a totally secure and encrypted user friendly web portal for clients to see their full portfolio, latest valuations and importantly includes a secure messaging system.

Later this year we are also launching an automated ‘Robo Advice’ portal for those clients who don’t need a full planning service. This will enable simple investments to be made by the client themselves using our tried and trusted investment process. If people do need some extra help they have the confidence of knowing we are still here to help them rather than some faceless call centre.

We can only deliver this technology and improve what we do with the help, support and enthusiasm of our staff. It is essential that our staff share our values and passion, so we were so proud to be awarded the Investors in People Silver Award last year, which demonstrates our shared values and commitment to employing, training and developing an excellent team.

This year has started with four new recruits; David Edwards join us a new financial Planner with many years experienced in the industry, Charlotte Corr, a diploma qualified and experienced Paraplanner joins us as Relationship Manager. Nicole Roberts, fresh from university along with Alasdair Brown, son of our MD Liz joins our Client Services team.

David, Charlotte, Nicole and Alasdair have been taken on due to qualifications and experience, but more importantly for their attitude, enthusiasm and shared values.

For us FMB is all about people; our clients and our staff. New members of the team come with fresh ideas and new perspectives and we love that!

No better time than the start of a brand new year for new ideas and challenges, so our new recruits will be an important part in developing our client experience and help us to deliver the excellent level of service we feel passionate about. So look out for the new faces when you’re next at FMB - they all look forward to meeting you and making your experience with FMB a positive and happy one.

Click here to read to find out more about our team.

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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