Client Stories

We can actively plan with expert knowledge

Kath and Paddy Finn

FMB have looked after our finances for years now and their friendly and professional service enables us to feel secure and supported as we negotiate the maze of the financial world. We can actively plan through retirement and inheritance issues with the expert knowledge provided by FMB and this means that we are confident

A warm and friendly introduction, personalised and clear advice

The Evans Family

Jim and Kat Evans are relatively new clients to FMB, Jim said, "Consideration for the longer term hadn't really been thought about until the girls came along. Having gone self employed in the last couple of years, setting up our business and generating income meant we could also set up some fundamentals like pensions and

Planning ahead allows me to relax knowing my family's future is in safe hands

Tim Rumney

FMB have been looking after my finances for many years. They help me to plan ahead and keep a clear sight of my future finances, with sound advice on how to make the most of my money. Planning ahead allows me to relax knowing my family's future is in safe hands.

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. It's important to have a business

I’m thinking about the future in a different way now

Dave Winder

I’m thinking about the future in a different way now. Working with FMB has given me perspective on what I’ve been working for all these years. You have your head down, trying to get on and do a good job for your family, but Roger helped me lift my head up and think about what might be beyond that horizon.

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