Financial Management Bureau Ltd

Established in 1987, Financial Management Bureau (FMB) is a family owned and managed firm offering independent, holistic financial planning advice to both individuals and businesses. With over 30 staff, we're big enough to provide an extensive service but still small enough to get to know you personally. We understand the unique nature of family, farming and hospitality businesses in Cumbria and have devised a comprehensive service especially to suit our corporate clients. Many of our corporate clients have several generations of the family involved in the business. Use our expertise to protect the long-term future of your business, such as: * 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 We also offer tailored personal advice with a range of specialist services to suit your individual circumstances and needs: * Planning for retirement * Lifetime cashflow modelling * Wealth and portfolio management * Inheritance tax planning * Family trusts * Lifetime mortgage (a type of equity release) * Long term care planning * Life insurance and critical illness cover * Family income benefit * We can also arrange mortgages through a third party. If you would like to find out more about our services or discuss any of the above, please do get in touch and one of our financial planners will be happy to help.