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A holistic approach to planning your finances – Don’t leave anything to chance. Let us help you secure your financial future…

We occasionally hear people say they can do everything themselves over the Internet. While this can be an excellent source of information it's always useful to have a sounding board for something as important as your finances.

Many busy people tackle their finances on a piecemeal basis and miss out on benefits they could have through a holistic and expert approach.

The FMB Financial Health Check

These are the areas we go through with you when you engage us as your financial planning advisors. If you're wondering about the value of a financial planner to you and your family, or are already working with someone else, here’s our checklist of key points that should be addressed.

Your issues, goals and situation - An update by you on issues requiring attention - a change in your circumstances or new ideas.

Strategic Review - An update by your FMB Financial Planner on recommended changes to your investment strategy.

Investment Review - Looking back on the last 12 months performance.

Investment Action Plan - Looking forward and identifying any changes to investment strategy.

Savings and Debt Review - Reviewing your interest rates and debt structuring arrangements.

Taxation Update - Reviewing opportunities and threats created by changes to taxation law.

Pensions Update - Reviewing opportunities and threats created by changes to pension law.

Insurance Review - Providing a check of current levels of cover and policy wording.

Estate Planning Review - Ensuring your estate planning wishes are current and legally valid.

'Remove the Hassle' service - Sorting through any paperwork that confuses you.

Family Review - Discussing any financial issues affecting your family - such as grandchildren's education.

Professional Update - Providing professional updates to your accountant and other advisors.

Get the full picture of your finances - call us on: 01539 725855

Our clients say…

  • 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.

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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