Financial Management Bureau (FMB) | Kendal - Kendal

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Overview of Financial Management Bureau (FMB) in Kendal

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Financial Management Bureau (FMB), located in Kendal, Cumbria, United Kingdom, stands as a dedicated financial consultancy firm committed to providing comprehensive financial advice and investment guidance. It operates from Shenstone House, a purpose-built facility designed to offer a professional and comfortable environment for both clients and consultants. The bureau positions itself as a reliable partner for individuals and possibly businesses seeking expert financial management solutions tailored to their unique circumstances.

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Location and Physical Infrastructure

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FMB is conveniently situated at Shenstone House, with the specific address being Shenstone House, Kendal LA8 8AA, United Kingdom. This location places the bureau within the town center of Kendal, making it easily accessible for local residents and businesses. The facility is equipped with modern amenities and a focus on client comfort. A notable feature for clients with mobility needs is the provision of a wheelchair-accessible car park, ensuring that physical access is not a barrier. Furthermore, the building welcomes clients with features such as a wheelchair-accessible entrance and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accessibility. Standard facilities like a toilet and ample free parking are also available, catering to various client preferences and requirements for their visits.

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Accessibility Features

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Client convenience and accessibility are paramount considerations for FMB. The dedicated wheelchair-accessible car park is strategically located for ease of use. The entrance to the building is designed to be wheelchair accessible, ensuring a smooth transition from the parking area. Inside, a wheelchair-accessible toilet provides essential facilities for clients with specific needs. These features collectively create an environment where clients can focus on their financial discussions without undue concern for physical limitations, fostering a more effective and comfortable consultation experience.

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Core Services and Expertise

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The primary expertise offered by Financial Management Bureau revolves around financial consulting. Their team, likely comprising qualified and experienced financial advisors, provides guidance across various aspects of personal finance management. This includes investment planning, retirement planning, tax efficiency strategies, and wealth management consultations. The firm aims to demystify complex financial concepts, translating them into actionable advice tailored to individual goals and risk appetites. Roger Jackson, mentioned in some positive reviews, potentially represents a key advisor within the team known for his investment knowledge and approachable manner. The bureau emphasizes the importance of building long-term relationships, as evidenced by a review from a 'Longstanding Client' who praises the decades of excellent service, superb advice, and friendliness provided.

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Consultation Approach and Technology

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Financial Management Bureau encourages appointments, reflecting a client-focused approach that ensures dedicated time is allocated for thorough discussions and personalized advice. They offer the convenience of online appointments, streamlining the booking process for clients. This digital touchpoint complements their physical presence. While the core service appears to be on-site consultations, the emphasis on booking appointments suggests a preference for structured, face-to-face interaction to delve deep into financial planning. The mention of 'On-site services' directly supports this. Based on the high average rating of 5/5 from 40 reviews on Google My Business, client feedback indicates a high level of satisfaction with the service quality and expertise provided. The absence of negative reviews in the given data points strongly suggests consistent positive client experiences, likely stemming from the firm's knowledgeable staff, personalized service, and clear communication, as highlighted in the detailed review praising decades of excellent service and superb advice.",
"summary": "Financial Management Bureau in Kendal offers expert financial consulting with a focus on accessibility and personalized service.",
"keywords": ["Financial Management Bureau", "Kendal", "Financial Consultant", "Investment Advice", "Retirement Planning", "Accessibility", "Financial Services", "Roger Jackson"],
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"quality_score": 8,
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"language_used": "en"
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👍 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.