Investment and portfolio management

introduction

Our Approach

illo money

committee

Values-Based Investing

This all starts with a conversation about how much risk you are willing or need to take and how you would feel if your investments lost value. Once we have established your “risk level” we can invest your wealth from our menu of funds.

We are independent, not restricted or tied, so we literally have access to the whole of the market. However, in order to narrow down our choices we have strict criteria before we will even consider an investment.

Our Approach

We follow a pragmatic approach to investment taking into account value as well as cost.

We believe in spreading your risk as far as we possibly can, and using a multi asset investment approach is the best way to achieve this. We are not fund managers so we do not try to second guess the markets or dabble in hot tips!

Request a copy of our FMB Investment Guide

Our investment committee

Our in-house investment committee headed by MD Liz Beavis, uses Centra software powered by SimplyBiz to perform research and due diligence on our fund panel.

Our panel contains funds that are rated at the highest level and have a good track record. We use a mix of actively managed funds as well as low cost trackers and ETFs to get the right blend for you.

Our fund selection process matches your investments to your appetite for risk to make sure you have an appropriately diverse portfolio.

N.B. The value of your investments can go down as well as up, so you could get back less than you invested

Values-based Investing

Increasingly clients are considering how to use their wealth to bring about change in the world. Terms you might have heard include ethical, sustainable and impact investing. We prefer to call it values-based investing because we endeavour to match investments to your own personal value preferences using a screening process.

You're In Safe Hands

Call: 01539 725855

Stay up to date with the latest from FMB

Your details

Enter your name in reverse (e.g. John Smith becomes htimS nhoJ)

No charge. Cancel anytime. We value your privacy and will not share your details.

Get in Touch

FMB Financial Management Bureau Limited, Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Telephone: 01539 725855 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

Site Website design, website development and software development by The Creative Branch

Independent financial adviser

investors in people

Best Financial Advisers To Work For

Adviser Firm of the Year – North West