Financial Management Bureau

Financial Advisor in Kendal, Cumbria · More financial advisors in Kendal LA8 8AA

Get a quote Call 01539 725855

About the Business

Did you know FMB have £250 million of client assets under management? With over 30 staff, we're big enough to provide a comprehensive service but still small enough to get to know you personally. We listen to your story and plan a route, we use our technical know-how and experience to set a course of action to achieve your goals, but it doesn't stop there.

We're with you every step of the way. We constantly monitor, review and update your plan. FMB has the expertise, history, knowledge and tools to keep you on track and make sure you feel confident about the future. We make sure you get the most from your money and handle everything so you can just get on and enjoy life.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans