You are here: » » How Financial Planning adds Value; event for Professional Connections

Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Wednesday 14 September 2022, 9.30am - 11.00am

How Financial Planning adds Value; event for Professional Connections

Shenstone House- FMB Office

Financial Planning works best with joined up legal and tax advice. We work with many solicitors and accountants across Cumbria and Lancashire to make sure our clients get the best outcomes.

For this event Roger Jackson our Director of Financial Planning will walk you through some case studies and examples of how Financial Planning has benefited his clients.

We will have a panel on hand for a Q and A session afterwards so you can pick our collective brains.

  • Breakfast Buffet
  • Case Studies
  • Q and A

Book with Trybooking

Check out our complete list of forthcoming events.

Give us a call

Kendal: 01539 725855 Cockermouth: 01900 510179
Contact UsMeet Our Team
© FMB 2017 - 2025. 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 www.financial-ombudsman.org.uk
Site Website design, website development and software development by The Creative Branch

Top