Financial Management Bureau

General information

We all wish we could turn straw into gold; but in reality financial security boils down to planning, careful management and making sure your finances can cope with all the significant events and challenges in your life… That's where we come in.

We are a family owned and managed firm; established in 1987. We offer 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 offer a tailored personal advice with a range of specialist services to suit your individual circumstances and needs including:

* 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.

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

If you would like to find out more about our services or discuss any of the above; please do get in touch.