Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
Our experienced planners can help you create a more secure future – just what you need for a happy retirement…

After spending your whole working life building up your nest egg, when it comes to retiring, you want to be able to enjoy spending it. You don’t want the worry of wondering whether you have enough money to last or whether you have retired too early.

So how much will you need for your retirement? This fun, short video from 7IM (Seven Investment Management) really puts it into perspective... 

The video is part of their range of educational videos featured within their 7IMagine app and on their website.

We have helped hundreds of clients prepare for their retirement by answering those ever important questions and provided them with peace of mind so they can enjoy their retirement.

We’re not interested in making our clients fit the product - our independent status means that we can provide impartial advice and find the best options for you from the whole of the market.

Pensions Freedom

April 2015 brought about the biggest change to pension legislation that the UK has seen in over a century. The changes have allowed savers regain much more choice and control over how they spend the money they have worked and saved so hard for when they come to retire.

But what do the changes mean for you?

We’re able to help you understand what effect the increase in pension flexibility may have on your personal situation, putting you in a better position to make the most of your pension overall.

Making the most of your assets, income and investments…

We have developed a tried and tested process that has helped our clients plan for their retirement. During this process we:

  • Discuss your desired lifestyle in retirement and help you decide the amount of income you will need.
  • Take into account your risk profile and ability to withstand potential losses associated with a particular investment strategy.
  • Review your existing pension arrangements and other investments.
  • Use cash flow modelling software to calculate income and expenditure for the rest of your life - taking into account gifts to children or grandchildren, housing, long term care, holidays and other major purchases.

Whatever your situation, if you would like one of our friendly and experienced planners to help you with your retirement options – call us on 01539 725855.

Our clients say…

  • Dealing with Roger at FMB was a pleasure. He knew exactly what I needed and gave sound advice about my pension savings. Everything was dealt with efficiently and without fuss. I would have no hesitation in recommending Roger or FMB.

  • I wanted to know if I was in a financial position to be able to retire. Louise (Phillips) put me at ease straight away, giving me different options in writing to suit my circumstance. There was never any pressure in making a decision and always someone there to talk to.

Notices and promotions

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© Financial Management Bureau Ltd 2011 - 2017. 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