Telephone: 01539 725855

Your account

Retired professionals

Protect your hard earned assets – With our help you can maximise your retirement income…

If you're a retired professional you'll naturally wish to protect what you've worked so hard to acquire. We know that most people are more concerned about not losing money than they are about achieving growth, especially in these times of turmoil. Once retired, this becomes even more important.

We apply this principle in our Investment Ethos, as well as in our expertise with retired professionals including:

  • Access to whole of market to maximise the income available to you in retirement.
  • Expert advice on how to protect your investments.

Family values

It's not just about annuities and income. You may wish to address other matters affecting your family such as;

  • Inheritance tax planning.
  • Preserving family wealth for future generations.
  • Helping grandchildren.

Read about how we helped Martin and Sally achieve this and more in the client story below.

Make the most of your retirement...
Call us on: 01539 725855

You might also be interested in

Our clients say...

  • I have always found Chris and FMB to be most helpful and able to respond to queries promptly.

    Tony Walker  (March 2014)
  • FMB gave me confidence, trust and hope, through their financial planning and guidance.

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 »

Share on Facebook
Share on Twitter