With offices in Kendal and Cockermouth, we have over 35 years of experience in providing independent financial planning advice to individuals and business owners throughout Cumbria and beyond and helping guide them towards a secure and fulfilling future.
Whether you're adjusting after a significant life event, preparing for retirement, or want to use your business profits and tax benefits more efficiently, we’re here to offer trusted, personalised guidance every step of the way. We take our time to learn about you and understand what matters most to enable us to create a clear, achievable plan that aligns with your aspirations and brings peace of mind and confidence for the years ahead. Let us help you take control of your financial future, both personally and for your business, contact us today.
Company Details
- Employees
- 35
- Founded
- -
- Address
- Shenstone House, Helsington,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.finman.co.uk
- Keywords
- Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Tax Planning, Independent Financial Planning, Responsible Investing.
- HQ
- Kendal, Cumbria
Financial Management Bureau (Fmb) Questions
Financial Management Bureau (Fmb)'s website is http://www.finman.co.uk
Financial Management Bureau (Fmb)'s LinkedIn profile is https://uk.linkedin.com/company/fmbfinancialplanning
Financial Management Bureau (Fmb) has
35 employees.
View email and phone details for 35
employees at Financial Management Bureau (Fmb).
Financial Management Bureau (Fmb)'s industry is
Financial Services
Financial Management Bureau (Fmb)'s top competitors are
Wolf & Griffin,
Purposeful Group,
In Step Paraplanning Ltd,
By Oshun,
Allisons Financial Planning Ltd,
Pemfit,
Gsb | B Corp™,
Hallett Brown Limited,
Jtfm Investment Consulting,
Sean Downs Wealth Management.
Financial Management Bureau (Fmb)'s categories are Financial Services
Financial Management Bureau (Fmb)'s founding year is 1987
