At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 7 April 2022, 9.30am - 11.00am

Get confident with our Personal Finance Portal

An event for FMB Clients

Venue: FMB Office, Shenstone House, Helsington, Kendal, LA8 8AA

Our web-based client portal is easy to use once you get started. It lets you see what we can see, so you can look at your portfolio of investments at any time, on any device you want.

It is completely secure with bank-level encryption, so it's a great place to message us and share documents such as your financial plan.

Join us for a demonstration:-

  • How to get logged in
  • What PFP can show you
  • How to message us and receive messages
  • Troubleshooting

Bring a device such as your tablet or phone if you would like us to help you get set up on the day.

Light refreshments will be served.

If you would like to join us please call to let us know 01539 725855 or e-mail

Check out our complete list of forthcoming events.

© 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