Financial Management Bureau Limited

Independent Financial Adviser  Shenstone House, Cumbria, LA8 8AA
check
FCA authorised
Last authorised 14th June 2021
Financial Management Bureau, established in 1987, is a family run financial planning firm based in South Lakeland.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Roger Jackson CFPTM, APFS
Director of Financial Planning
MR Jon Nicholson DipPFS
Financial Planner
MR Jon Palser
Financial Planner
MR David Edwards
Financial Planner
MR Dan Birch
Financial Planner
MRS Natalie Lockley
Financial Planner
MRS Liz Beavis DipPFS
Managing Director
MR Andrew Laisby DipPFS
Financial Planner
About us

Sometimes when you are busy living, managing your money just doesn’t seem like a priority, but before too long it can feel like you are not in control. You have no strategy, just financial stuff. You can’t remember why you have it and you’re not sure if it’s even fit for purpose. We can help.

A financial plan, built by FMB, will help you decide the best path towards your objectives and give you clear actions on how to achieve them.

Our services

Making financial decisions can be hard; inertia, confusion and fear stop us from taking control of our money. You need a guide who can coach you into making the right decisions, as well as someone with expert financial knowledge. All our planners have the expertise and experience to advise on any area of finance. They are also great listeners and know how to ask the right questions.

We are independent, that means we do not work on behalf of any financial company and there are no restrictions on the number of companies we can choose from.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Shenstone House, Helsington, Kendal, Cumbria, LA8 8AA

Similar advisers near you

Independent Financial Adviser 1.89 mi
An independent, Chartered and Certified financial planner, advising business owners and those approaching retirement across the Lake District and beyond.
 
Independent Financial Adviser 2.2 mi
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
 
Independent Financial Adviser 2.21 mi
 
 
Independent Financial Adviser 2.33 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.