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Where are you now? Where do you want to be?

With our robust investment process and regular monitoring we can create a plan to help you achieve your goals and make sure your finances stay on track. Our expertise in inheritance tax planning will help to protect your family’s future too.

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.

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  • Please Note

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

  • Call us on 01539 725855
© Financial Management Bureau Ltd 2011 - 2014. 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