FMB for You

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Helping you to achieve your goals for the future

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Helping you keep on track

Tim Rumney story

Who we help

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Helping you to grow your wealth

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Helping you plan for retirement

Helping you make provision for future generations

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experienced

Independence

We are skilled

Highly recommended

Evans Story

Our Services:
Retirement Planning
Wealth Management
Estate Planning

Helping you to achieve your goals

Money should not be a worry or a burden but a tool for living a great life. As Independent Financial Planners, we work with you to develop and implement a tailored plan to ensure your finances will support your future and will enable you to achieve your goals.

We will look at your full financial picture, making sure all aspects of your finances work together as effectively and tax-efficiently as possible. This holistic approach will enable us to give you the most suitable and beneficial advice, putting you in the best position, both now and for the long term.

Helping you keep on track

Your financial plan will undoubtedly evolve over time as we take into account any life changes and the inevitable ups and downs of the economy. Our regular reviews and ongoing guidance will provide you with clarity and peace of mind by ensuring your plans remain on track.

We are completely transparent and open about our fees and will always ensure you understand and are happy with the charges before proceeding with any work.

our fees and services

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.

Helping guide you through all of life's journeys

Every client is different and so are their personal and financial situations, their plans for the future and their attitude towards investment risk.

We work with people at all different life stages to help them achieve their goals, whatever they may be...

Helping you to invest for your future

It’s never too early to start saving for the future you want. Whether you’re thinking ahead to funding your children’s education, moving home or saving for your retirement, you need the necessary plans in place to help you get there.

We have a pragmatic approach to Wealth Management, taking into account a number of key factors including risk, return, time, cost and tax when choosing the most appropriate investments for you. We are independent too meaning we have access to the whole of the market to find the best solution for you and your needs.

Wealth Management

Helping you to plan for a fulfilling retirement

Retirement looks different for everyone. Your dream might be to travel and see the world. Or you may be looking forward to spending more time at home, being a hands-on grandparent and trying out a new hobby or two. It might even be that you don’t intend to slow down, and you see this as the perfect opportunity to volunteer or start your own business doing something you’ve always loved.

However you want your retirement to look, the most important thing is having the confidence that your money will last.

Retirement Planning

Helping you to make provision for future generations

Estate Planning is an essential and often complex aspect of your broader financial plan, ensuring that your assets end up with the people you want, for the reasons you choose when you die.

We find out what is important to you and what legacy you wish to leave behind so we can determine the most effective way to pass on your wealth to your loved ones. This often involves looking at ways we can help to reduce and manage your Inheritance Tax liability.

Estate Planning

We are experienced…

For over 35 years, we've been privileged to support clients across Cumbria and North Lancashire. Many of our new clients come to us through recommendations from existing clients or local professionals who trust that we always have their best interests at heart.

Our 12 Financial Planners have over 120 years experience between them and some of our team have worked here for over 20 years. Our Fee Technician, Val, is our longest-serving member, having been with us for an impressive 25 years!

We are independent…

Our independence means we are not tied to any one company or product, so we can explore all of the UK financial services market to find the best solution for you and your needs.

We are skilled…

We have a large team of highly qualified Financial Planners, many of who have achieved or are working towards Chartered or Certified status. They share their specialist knowledge and broad experience to make sure we get the best outcomes for our clients.

It doesn’t end with our Planners though; we see the importance in supporting all of our team’s development so that we can provide you with a quality and seamless service throughout. We are proud to be seven-time winners of the Professional Adviser "Best Financial Advisers to Work For" award to prove just that.

We are highly recommended...

The majority of our new clients come from recommendations from satisfied existing customers. We think that recommending our services to loved ones is the biggest testament to how good a job our clients believe we do for them.

We are delighted to also hold a 5-star rating on Google with some fantastic client reviews.

A warm and friendly introduction, personalised and clear advice.

The Evans Family

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 investments. FMB fitted the bill in their approach to our needs. A 'no pressure' service with sound information meant a trusting relationship has been built.

Give us a call

Kendal: 01539 725855 Cockermouth: 01900 510179

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Get in Touch

Kendal Shenstone House, Helsington, Kendal, Cumbria, LA8 8AA. Telephone: 01539 725855 Email: info@finman.co.uk

Get in Touch

Cockermouth 5 Old Kings Arms Lane, Cockermouth, Cumbria, CA13 9LS. Telephone: 01900 510179 Email: info@finman.co.uk

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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Best Financial Advisers To Work For 2024

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INDEPENDENT FINANCIAL PLANNING FOR YOU

FMB for You

Give us a call

Stay up to date with the latest from FMB

Get in Touch

Get in Touch