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Our clients say…

  • Roger has provided a friendly and professional service. It has all been handled efficiently and I have complete confidence in the advice that Roger provided and in the decisions made.

  • Andrew has been very supportive during a difficult time for my family. Thanks to Andrew our mother is in a much better place than she was a year ago. Andrew has a professional, calming manner and my mother enjoys very much dealing with him and she trusts his advice. He has also kept myself and my brother up-to-date with what he is doing and checks that we are happy with his decisions which takes the burden off us being so far away.

  • Dealing with Roger at FMB was a pleasure. He knew exactly what I needed and gave sound advice about my pension savings. Everything was dealt with efficiently and without fuss. I would have no hesitation in recommending Roger or FMB.

  • I find the staff and management excellent and always interested in myself in general. The service I get is always very good.

  • A family run firm which we have known from inception (nearly) and one you find very friendly and can trust.

  • We recently engaged with Financial Management Bureau to support our auto enrolment activity. Louise was able to make this subject easy to understand and her extensive knowledge and the dedicated way in which she approaches her work has made recent changes seamless.

  • Louise approaches her work with a flexible, can do attitude and she plays a major role in providing the right solution at the right time for both our business and our employees. I am consistently pleased with the way she meets the challenges we present her.

  • Nice friendly service: Philip is approachable and helpful, explaining everything in simple terms. Mum was delighted to receive the flowers on her birthday, typical of the "family" feeling generated by FMB.

  • I have always found Chris and FMB to be most helpful and able to respond to queries promptly.

  • Louise Phillips is one of the best IFA's that I know. She is honest, reliable, easy to work with and looks at the bigger picture, giving sound and helpful advice. Louise explains in wonderful simple terms and you can always trust her judgement.

  • I have had the pleasure of working with Louise for the past five years. During this time she has provided first class pension planning advice to our business and employees.

  • Louise (Phillips) provides a first class service to the company for our employee pension scheme and also to many of the staff who require pension and other financial advice. Langdale is committed to providing employee benefits and working with FMB and Louise makes the provision of a good pension scheme possible.

  • No fast sale, just sound advice.

  • FMB gave me confidence, trust and hope, through their financial planning and guidance.

  • FMB embraces the ethical and practice standards of the Institute of Financial Planning by ensuring that their team are all individual members of the Professional Body.

  • Despite dealing with corporate and financial issues FMB manages to retain a friendly family feel.

  • When visiting FMB you get a feeling of the teamwork that makes the organisation tick.

  • I wanted to know if I was in a financial position to be able to retire. Louise (Phillips) put me at ease straight away, giving me different options in writing to suit my circumstance. There was never any pressure in making a decision and always someone there to talk to.

    Visiting FMB clarified my own mind in order to make my own decisions.

  • I feel an affiliation with FMB, I’m more at ease with a smaller family firm where I know people. I have a rapport with my planner and I can talk about my feelings and my worries without feeling patronised.

    They have traditional values and that’s important to me. It’s so convenient and close to home, I don’t have to go to Manchester.

  • It’s important for me to feel confident. I’ve been with FMB for 15 years and developed a close relationship with my Financial Planner. The time spent going through the details and helping me understand the advice is crucial.

  • My financial planner instils a feeling of trust and knowledge, and always takes whatever time is necessary to ensure you understand and are happy with the advice.

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© Financial Management Bureau Ltd 2011 - 2017. All rights reserved.
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