Telephone: 01539 725855

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Protecting your business

FMB understands business. After all we have been in business for over 25 years ourselves.

"From a desk in the front room we have grown to a staff of over 30. We can use our experience to get right to the heart of your concerns and find solutions to suit you and your company. FMB has always been independent and we will continue to research the whole of the market in order to bring you the best solutions.”

Liz Beavis, Managing Director, Financial Management Bureau

A strong corporate background

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. 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 planning, we have dedicated corporate specialists to manage our business clients as well as a holder of the specialist pensions examination who can advise on final salarly pension scheme.

We have grouped all the  different services we provide for businesses 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.

The best way to protect your business is to plan for the future...that's where we can help.

Protect your business now...
Call us on: 01539 725855

Additional Information

  • Rewarding Success

    With our specialist corporate service we can put together an employee package your team can be proud of.

  • Reward Success
  • Is FMB right for you?

    Call us for an informal chat on 01539 725855 or drop in to our offices located just off the A591 outside Kendal and tell our financial planners your story.

    How to find us »

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