Telephone: 01539 725855

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Protecting your future

When you can’t see the wood for the trees – Our experienced and friendly advisers can help you feel confident about the future…

You can rely on us to guide you through the complex financial marketplace and review your current - and future - financial position.

We help you protect your future through expert advice on:

When life is not a fairytale

Unexpected life events such as bereavement and divorce can also leave you feeling worried and concerned about your financial position. As well as long term financial planning we can help you cope with sudden changes of circumstances to get you and your family back on an even financial keel.

Ongoing protection is just a phone call away...
Call us on: 01539 725855

Our clients say...

  • 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.

    Mr Morris
Read more testimonials

Additional Information

  • Please Note

    The Financial Conduct Authority does not regulate tax advice or  trust advice.

  • 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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