Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Wednesday 7 August 2024, 2.00pm - 3.00pm

My FMB - an introduction - ONLINE EVENT

My FMB - the new client portal and mobile app

A clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, mortgages, loans and property alongside all
the associated paperwork. On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are.

Although very similar to our previous portal, there are some slight differences. If you are new to the idea of a client portal or would like some help getting started we are holding this workshop to cover all the basics.

We will hold this session on Zoom, so we can share how to navigate the desk top version, add items, send messages and upload documents.

Please e-mail ruth.power@finman.co.uk to book and receive a Zoom link.

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 www.financial-ombudsman.org.uk

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