Sometimes when you are busy living, managing your money just doesn't seem like a priority, but before too long it can feel like you are not in control. You have no strategy, perhaps just a collection of policies and accounts. You can't remember why you have them and you're not sure if they are fit for purpose.
We can help. A financial plan, built by FMB, will help you decide the best path towards your objectives, with clear actions on how to achieve them. Life doesn't follow a smooth, straight path, sometimes you will need to change course but our ongoing guidance will make sure that you stay on track while putting yourself in the best possible position, both now and for the future.
We can help. A financial plan, built by FMB, will help you decide the best path towards your objectives, with clear actions on how to achieve them. Life doesn't follow a smooth, straight path, sometimes you will need to change course but our ongoing guidance will make sure that you stay on track while putting yourself in the best possible position, both now and for the future.
Services
We want to help local people live better lives through understanding what their money can help them achieve. Money is only a means to an end and we help our clients realise that money should not be a worry or a burden but a tool for living a great life. Inspired by his technical knowledge, FMB founder, Les Beavis, decided to set up his own financial services company to help local self-employed people.
Our Financial Planners have all achieved, or are working towards, higher level qualifications than the mandatory Diploma level. Some of them specialise in certain areas such as tax planning, pension scheme transfers or later life planning. Not only that, they have many years' experience and deal with different scenarios every day.
Money should not be a worry or a burden but a tool for living a great life. As Independent Financial Planners, we work with you to develop and implement a tailored plan to ensure your finances will support your future and will enable you to achieve your goals. We will look at your full financial picture, making sure all aspects of your finances work together as effectively and tax-efficiently as possible.
We have over 30 years of experience in providing financial planning to businesses and have a specialist team who know the corporate market inside and out. Ensure your workplace pension is fit for purpose and provide technical help to its members, taking strain from your HR people. Provide valuable financial awareness to your team to help them make the best financial decisions at different life stages.
FMB have looked after our finances for years now and their friendly and professional service enables us to feel secure and supported as we negotiate the maze of the financial world. Jim and Kat Evans are relatively new clients to FMB, Jim said, Consideration for the longer term hadn't really been thought about until the girls came along.
Reviews (10)
Sian E. Evans
Aug 28, 2021
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Tony Lewin
Aug 25, 2021
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Neil Graham
Aug 19, 2021
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Positive: Professionalism, Quality, Responsiveness
FMB are the main advisors that we us for our Accountancy practice - both personally and for Clients who need the expertise that FMB provide. We have always found them to be knowledgeable, helpful dependable and friendly. We have NO hesitation in giving them the highest endorsement possible.
FMB are the main advisors that we us for our Accountancy practice - both personally and for Clients who need the expertise that FMB provide. We have always found them to be knowledgeable, helpful dependable and friendly. We have NO hesitation in giving them the highest endorsement possible.
Mike King
Aug 17, 2021
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Phil Shepherd
Aug 16, 2021
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Mary Allcock
Aug 10, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been a client of FMB for many years and feel they give excellent advice and look after my affairs in a most professional and helpful way. Nothing is too much trouble for my wonderful adviser. I can thoroughly recommend FMB to anyone looking for financial advice and help
I have been a client of FMB for many years and feel they give excellent advice and look after my affairs in a most professional and helpful way. Nothing is too much trouble for my wonderful adviser. I can thoroughly recommend FMB to anyone looking for financial advice and help
The Wub
Aug 08, 2021
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James Cameron
Jan 20, 2021
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Derek Plumb
Dec 04, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Jenny Wain
Jun 03, 2020
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Roger Jackson at FMB has been helping us with our investment portfolio for several years now. He provides us with a highly professional and friendly service, listening to our needs and wishes and finding the best place for our investments to grow. With Roger's guidance we are well on a path to semi retirement by our mid 50's. I can highly recommend FMB for financial advice and services.
