Financial Management Bureau was one of just 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the Cumbria-based firm offers an insight into how it did so and what the accolade means
Briefly, how would you describe the service you offer? FMB Financial Planning is a family firm based on the edge of the Cumbrian Lake District. We have been in business for 30 years and now look after around 2,000 clients with around £180m of assets under management. Our service is different from other financial advise firms in our area as we offer a full financial planning service with cashflow modelling software to plan for the future and coaching techniques to get to the heart of what people want to achieve in life - not just sell them an ISA. The fact we offer an ethical client-focuse...
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