News & Blog

In this section:

  • The Personal Finance Society has introduced a set of principles which we have signed up to. After meeting the standards we are able to call ourselves an Associate Firm.

    You an find out about the Personal Finance Society and what it means to be an Associate Firm here.

    The Eight Core Principles of being an Associate Firm

    1. Act in the best interests of clients, using a
  • A bit like the word "love" or "nice", the word "risk" can be rather meaningless without any context.

    We talk about risk with clients, probably at every meeting and I hope we explain it well, but it's always worth a reminder. Also, it sometimes helps to explain things in a different way, to provide a more thorough understanding.

    I often wonder why people choose to invest

    © FMB 2017 - 2024. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit