Telephone: 01539 725855

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Investors

Managing risk the right way – Investors can rely on our practical advice based on years of experience…

The financial marketplace can be daunting for the even the most dedicated investor. Recent experiences have underlined many clients' fears about losing money. A stark reminder that managing money is as much about managing risk as it is about investments.

Investment advice that’s right for you

We take the time to get to know you, your goals and circumstances before recommending any particular investment strategy. We successfully manage over 2,500 clients and have in excess of £250 million assets under management.

We have a range of specialist services for investment to suit your circumstances or situation:

  • Financial health check
  • Lifetime cash-flow modelling
  • Wealth management
  • Inheritance tax planning
  • Family trusts
  • Portfolio design and construction service
  • Discretionary fund management through a panel of third party specialists

Whatever the service or the investment, our aim is to help you achieve your happily ever after.

Find the right investments for you...
Call us on: 01539 725855

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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.

    Margaret Belk  (March 2014)
Read more testimonials

Additional Information

  • Please Note

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

  • Financial Wizard?

    Check out our specialist Financial Guides for a more technical overview of how we work.

  • 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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