Financial Management Bureau

Financial Management Bureau

Address: Shenstone House, Helsington
Town: Kendal
County: Cumbria
Postcode: LA8 8AA
Telephone: 01539 725855
Email: Click Here To Make An Enquiry
Website: Click to Visit Website
Google Map: View here

Financial Management Bureau of Kendal provide independent, holistic financial planning advice to both individuals and businesses within the Lake District and Cumbria. The family owned firm believe that financial security and peace of mind boils down to careful planning and management and ensuring your finances are able to cope with all the significant events and challenges in your life.

Financial Management Bureau

Financial Management Bureau - Tailored Advice

With over 30 staff Financial Management Bureau are large enough to provide an extensive service but still small enough to get to know you personally. The independent financial advisers offer tailored personal advice, with a range of specialist services to suit your individual circumstances and needs including:

  • Financial Management BureauPlanning for retirement
  • Lifetime cashflow modelling
  • Wealth and portfolio management
  • Inheritance tax planning
  • Family trustsLife insurance and critical illness cover
  • Lifetime mortgage (a type of equity release)
  • Long term care planning
  • Family income benefit
  • Mortgages can also be arranged through a third party

Financial Management Bureau - Corporate Advice

Financial Management Bureau understands the unique nature of family, farming and hospitality businesses in Cumbria and have devised a comprehensive service especially to suit their corporate clients. You can access the independent financial advisers' expertise to protect the long-term future of your business with advice concerning:

  • Auto-enrolment pensions for your workforce
  • Bespoke group pension advice
  • Key person insurance - protect your business profits, loans and ownership
  • Shareholder Protection Insurance
  • Employee benefits
  • Private Medical Insurance
  • Private Dental Insurance
  • Income Protection

If you would like to find out more about Financial Management Bureau's services or discuss any of the above, please do get in touch.

Have a look at the ‘FMB Story’ and see how they've become the company they are today

Financial Management Bureau

Shenstone House, Helsington, Kendal. Tel: 01539 725855  info(at)

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Please mention Your Guide 2 the Lake District when contacting Financial Management Bureau

Financial Management Bureau are authorised and regulated by the Financial Conduct Authority

Independent Financial Advisers - Lake District Business Guide - Your Guide 2 the Lake District & Cumbria

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