Working at Financial Management Bureau Limited

We are an innovative and forward-thinking independent financial planning firm based on the outskirts of Kendal, Cumbria, with a passion for helping local people live better lives through understanding what their money can help them achieve.

We believe in providing opportunities for our staff and invest highly in their training, qualifications and development. And we are six-time winners of the Professional Adviser's 'Best Advisers To Work For' award to prove just that!

Mission Statement

To run a responsible business that provides a valuable service to our clients and community and employment for local people. We act with integrity and skill to ensure our clients use their wealth wisely for a secure and happy life.

Vision

To create a financially resilient community, with access to financial education to enable local people to make better financial choices through life. We educate FMB clients but also the wider community.

We have a fast-paced yet friendly office environment, which is built on teamwork and close working relationships.

We are always on the lookout for the very best people to join our fun and vibrant team so, if you are an enthusiastic people person with a desire to progress within the industry, we would love to hear from you.