Financial Management Bureau

Financial Management Bureau (FMB) is an independent financial planning firm based in Cumbria, England. Established in 1987, FMB has built a strong reputation for providing holistic and personalized financial advice to individuals, families, and businesses. Their services encompass a wide range of financial planning needs, including investment management, retirement planning, tax efficiency, and estate planning. FMB prides itself on its client-centric approach, emphasizing transparency, ethical practices, and ongoing support throughout the financial journey.

In addition to its commitment to client care, FMB also demonstrates a strong commitment to its employees and the local community. The firm has been recognized for its exceptional workplace culture, winning the Professional Adviser Magazine UK's "Best Advisers To Work For" award for seven consecutive years. FMB also actively participates in community initiatives, supporting local charities and promoting financial awareness through educational programs. This dedication to its stakeholders underscores FMB's values-driven approach to business and its commitment to making a positive impact.

The company offers flexible working arrangements, including the option to work remotely for some roles. The Relationship Manager/Paraplanner role specifically mentions the flexibility to work remotely some of the time, while other roles, such as the Client Services Administrator, are based in the office. This indicates a willingness to accommodate individual needs and preferences regarding work location.

FMB offers a competitive benefits package that includes 22 days of holiday plus bank holidays, a death in service scheme, 3% company pension contribution, a bonus scheme, and a personal share scheme. They also offer free on-site parking, a free full financial planning service with no ongoing fees, and a paid day off if your birthday falls on a working day.

Financial Management Bureau (FMB) is an independent financial planning firm based in Cumbria that aims to help people live better lives through a comprehensive understanding of their finances. FMB takes a holistic approach to financial planning, considering not just investments, but also family situation, assets, and liabilities. Their goal is to provide clear, unbiased advice, helping clients make informed financial decisions to achieve their goals and create a secure future for themselves and their families.

Financial Management Bureau (FMB) promotes a culture of community, client focus, and employee well-being. They value transparency and fairness, evident in their open communication about fees and their commitment to providing a personalized and holistic financial planning experience. FMB emphasizes team work and a close-knit work environment, investing in employee training and development, as demonstrated by their multiple "Best Advisers to Work For" awards. They also emphasize ethical business practices, supporting local charities and actively working towards achieving B Corp certification, showcasing a dedication to social and environmental responsibility.

FMB is committed to building a diverse, equitable, and inclusive workplace. They acknowledge that their responsibility extends to their clients, shareholders, staff, community and the environment. Their approach prioritizes creating an enjoyable and rewarding work environment for all, investing heavily in training, qualifications, and development of their team. FMB is a seven-time winner of the Professional Adviser Magazine UK's "Best Advisers to Work For" award, demonstrating their dedication to fostering a positive and supportive company culture.