FMB for Business

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How we can help your business

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Managing Risk

Employee Benefits

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Workplace Pensions

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Financial awareness

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Tax Efficiency

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Financial planning

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Our Services:
Managing Risk
Employee Benefits
Workplace Pensions
Financial Awareness
Tax Efficiency
Financial Planning

How we can help your business

We have over 35 years of experience in providing financial planning to businesses and have a specialist team who know the corporate market inside and out.

Whether you run a micro-business or employ hundreds of people there are several ways our financial planning can help add value to your business:-

Managing your business risk
Creating an employee benefits package to attract the best staff and reward your team
Ensure your workplace pension is fit for purpose and provide technical help to its members, taking strain from your HR people
Provide valuable financial awareness to your team to help them make the best financial decisions at different life stages
Using profits and tax benefits more efficiently to create a better future for you and your company

Managing risk

Good risk management helps businesses prepare for times of crisis.

With various protection policies available for businesses, including Key Person Protection, Shareholder Protection and Relevant Life Insurance, we can help by researching the best policies to ensure your business is well placed to survive a shock.

Employee benefits

Attract and retain the best staff with a valuable employee benefits package.

We can work with you to create an attractive benefits package for your team to help them feel valued and appreciated. With many perks to choose from including Death in Service Schemes, Private Medical Insurance, Healthcare Plans and Financial Awareness Seminars, we can tailor a package to suit your budget.

It's important to have a business relationship with people who we respect, like and trust.

Langdale Hotel

Working with the people from FMB has been a really efficient way of conducting business and gives us confidence that we are meeting all of our statutory obligations but also making sure that our employees are getting the best deal and being well cared for which is important for us.

Workplace pensions

Since Auto Enrolment, more or less everyone is contributing towards their pension, but could you be offering a better scheme or more guidance for your team, especially if you are concerned about recruitment and retention?

We can review your existing scheme to see if it remains fit for purpose, offers value for money and ease of use for you, and flexibility and good performance for its members.

Financial awareness

Our employee seminars are designed to teach your people the knowledge and skills needed to keep on top of their finances at three main life stages to keep financial worry to a minimum.

Providing financial awareness courses for your workforce can be an invaluable benefit, giving them some essential tools and knowledge that can help them throughout life. Our pre-retirement session is especially popular.

Our focus has always been on helping you and your team achieve financial security by providing a service that guides everyone through a secure working life towards a happy retirement.

Liz Beavis, FMB Managing Director

Tax efficiency

Use spare business profits and tax benefits more efficiently to create a better future for you and your company.

We can work with you and your accountant to ensure that you are making the most of opportunities to reduce your company’s tax liability while also creating an asset for the future.

Financial planning

We have worked with hundreds of business owners over the years so we know only too well that when it comes to separating your personal and business finances, sometimes the edges can become blurred – especially in smaller, owner-managed businesses.

Often, your goals and your retirement plans are very much dependent on the success of your business, and vice versa. We can provide Financial Planning to assist you in many aspects of your personal or business life.

Find Out More

Want to know more?

Learn more about the ways we can help you and your team in our FMB for business brochure.

Just click the button below to download.

FMB Corporate Brochure

Get in touch

If you would like to discuss how we can help to future-proof your business, get in touch with us today.

Our initial meeting is free and without obligation.

Speak to an expert

Please note that The Financial Conduct Authority (FCA) does not regulate some forms of Corporate Financial Planning including employee benefits such as Auto Enrolment schemes.

Give us a call

Kendal: 01539 725855 Cockermouth: 01900 510179

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Kendal Shenstone House, Helsington, Kendal, Cumbria, LA8 8AA. Telephone: 01539 725855 Email: info@finman.co.uk

Get in Touch

Cockermouth 5 Old Kings Arms Lane, Cockermouth, Cumbria, CA13 9LS. Telephone: 01900 510179 Email: info@finman.co.uk

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 www.financial-ombudsman.org.uk

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Best Financial Advisers To Work For 2024

Vulnerable Customer Awards Company of the Year

Consumer Duty Alliance Member

Financial Vulnerability Taskforce

Personal Finance Society – Associate Firm

Helping you to protect your business

FMB for Business

Give us a call

Stay up to date with the latest from FMB

Get in Touch

Get in Touch