At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Friday 25 June 2021, 10.00am - 11.00am

Get Confident with our Personal Finance Portal

Join us on Zoom to learn about how our Personal Finance Portal works. This year we will be sending your review documents before your meetings via PFP where possible.

  • How to sign up
  • Your profile
  • How to send and receive secure messages
  • How to share documents with your Financial Planner
  • Additional features to aid with your finances

You can have a look at our dedicated webpage to learn more.

Email Ruth for the Zoom link if you would like to join in.

Check out our complete list of forthcoming events.

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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