Cumbrian advice firm awarded gold by Investors in People

‘If our people are the best they can be, then so is our service’

Jenna Brown
clock • 1 min read

Financial Management Bureau (FMB) has been awarded the gold standard by Investors in People (IIP).

The Kendal-based independent financial planning business has been accredited by IIP for more than 20 years. Since 2016, it held the IIP silver standard but its status was upgraded after a thorough assessment of the business. The assessment included an anonymous survey by all staff, a review of business strategy and all HR procedures as well as face to face interviews with randomly selected members of staff. Director of HR and compliance Gill Forrester said: "I've been heading up our work with IIP since the beginning and I can honestly say it's had more impact on our business than anyt...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Former St James's Place AR resurfaces at another firm

Former St James's Place AR resurfaces at another firm

Porta Partners moves away from SJP’s restricted advice model

Isabel Baxter
clock 13 May 2025 • 1 min read
Evelyn Partners reports 'elevated' outflows as volatility hits clients

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

Isabel Baxter
clock 08 May 2025 • 2 min read
SJP complaints skyrocket as CMCs target clients

SJP complaints skyrocket as CMCs target clients

Ahead of historic advice review

Isabel Baxter
clock 07 May 2025 • 3 min read