Financial Management Bureau (FMB) | Kendal - Kendal

Financial Management Bureau (FMB) | Kendal

Located at Shenstone House in Kendal, LA8 8AA, United Kingdom, Financial Management Bureau (FMB) is a highly regarded financial consultant specializing in providing expert advice and services to clients in need of investment and planning knowledge. Their dedication to excellence and personalized approach has earned them a stellar reputation in the area.

Specialties and Services: FMB offers a wide range of financial services, including online appointments, on-site services, and wheelchair accessibility features such as parking, entrance, and toilet facilities. They also provide a free parking lot and on-site parking for their clients' convenience. Appointments are recommended but not always necessary, as they strive to accommodate clients in a timely manner.

Testimonials and Reviews: FMB has received an impressive 40 reviews on Google My Business, with an average rating of 5 out of 5 stars. Clients consistently praise the company for its exceptional service, knowledgeable staff, and friendly atmosphere. One long-standing client even credits FMB with providing invaluable investment and planning advice over the years, recommending them to prospective investors without hesitation.

Accessibility and Convenience: In addition to their wheelchair-friendly facilities, FMB offers online appointment scheduling, making it easy for clients to access their services from the comfort of their own homes. This level of accessibility and commitment to customer satisfaction sets FMB apart from other financial consultants in the area.

Contact Information: For those interested in learning more about FMB's services or scheduling an appointment, please visit their website at finman.co.uk or call them directly at 1539725855.

👍 Reviews of Financial Management Bureau (FMB) | Kendal

Ross P.

5/5

Longstanding Client of FMB. More than excellent service throughout that time. Superb advice given during our years and indeed decades together. Thanks to FMB, and latterly to Roger Jackson in particular, for their investment and planning knowledge and friendliness. I would recommend them to any prospective investors.

Phil C.

5/5

My wife and I have used FMB for many years, most recently Natalie Lockley has been our advisor following the retirement of Andrew Laisby. Andrew recommended Natalie as the person he felt met our needs helping to plan our retirement.
Natalie has been exceptionally helpful in guiding and advising us particularly over the last three years. She listens to our needs and has guided us in a most friendly and professional manner.
We would highly recommend Natalie to look after your finances

John F.

5/5

For years I’ve been procrastinating and putting off engaging with an advisor re my retirement planning. I feared being backed into a corner, pressurised, embarrassed about what I had and feared the financial assessment/outlook. I needn’t have worried. Roger immediately put me at ease with a very approachable demeanour and quietly, methodically, collected all the necessary information and produced a plan that pleasantly surprised me. I need not have worried for so long. Now, for the first time, I’m focussed on the logistics of my retirement and its execution, confident about the outcome and will actually do something! Thank you, Roger.

John P.

5/5

If you're looking for top tier financial advice, FMB are the go to people. Following a family member's recommendation, we contacted Alice at FMB and haven't looked back. Alice's advice, professionalism, detailed work, interest, financial understanding, flexibility and personal touch have been instrumental in enabling us to make significant, positive changes to our lifestyles, which we would not have had the confidence to make on our own. Thank you to Alice and the whole team at FMB - you're doing a great job!

martin J.

5/5

We found Roger at fmb, honest excellent service ,patient, he listens and really takes time to understand your investment needs and explain clearly and thoroughly options available.
Highly recommended

Kataholos Y. C.

5/5

We have had the pleasure of working with the amazing people at FMB Kendal for several years now. And we are constantly impressed by their warmth and friendliness, their dedication to their clients and attention to detail. They are constantly focused on creating and nourishing high quality, lasting, trusted relationships with their clients. Highly recommended!!

james C.

5/5

We were recommended FMB by our accountants about 15 years ago. We have been very satisfied with everything our F A Andrew Laisby has recommended to us. He is always very helpful, and answers any questions we may have very professionally and politely. Look forward to his visits twice a year.

Derek P.

5/5

We have been with FMB for a number of years now and have always been pleased with their service. Andrew our FA is very friendly whilst remaining professional. He listens to what we have to say and tailors his recommendations to our wishes. He replies quickly to any questions we have.