Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
In the ever changing world of business we can help you take care of your greatest asset...

When we talk to business owners and managers in the South Lakes one of their biggest concerns is staff retention. In an area where housing costs are disproportionate to wages, how can we keep hold of our valued staff? If you have invested much time and energy into training people, it's important to find creative ways to offer benefits.

As well as offering advice on Group Pension Schemes we can help you with the following to add value to your staff retention packages:

  • Private medical insurance
  • Death in service schemes

We have access to the whole of the market for these products so can find the most affordable solutions for your company.

Invest in the long term future of your staff - call us on: 01539 725855

Our clients say…

  • 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.

  • 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.

Notices and promotions

  • Rewarding Success

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

  • Call us on 01539 725855
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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