Financial Adviser

Financial Management Bureau
Business Genre
Long Business Description

Welcome to the Financial Management Bureau

We all wish we could turn straw into gold; but in reality financial security boils down to planning, careful management and making sure your finances can cope with all the significant events and challenges in your life…

That’s where we come in. We are a family owned and managed firm; established in 1987.

We offer independent, holistic financial planning advice to both individuals and businesses. With over 30 staff, we’re big enough to provide an extensive service but still small enough to get to know you personally. We offer a tailored personal advice with a range of specialist services to suit your individual circumstances and needs including:

  • Planning for retirement
  • Lifetime cashflow modelling
  • Wealth and portfolio management
  • Inheritance tax planning
  • Family trusts
  • Lifetime mortgage (a type of equity release)
  • Long term care planning
  • Life insurance and critical illness cover
  • Family income benefit

We can also arrange mortgages through a third party.

We understand the unique nature of family, farming and hospitality businesses in Cumbria and have devised a comprehensive service especially to suit our corporate clients. Many of our corporate clients have several generations of the family involved in the business.

Use our expertise to protect the long-term future of your business.

If you would like to find out more about our services or discuss any of the above; please do get in touch.

Business Website Address
Business Phone Number
01539725855
Business Address
Shenstone House, Kendal, Cumbria
LA8 8AA
Roz Barnes Financial Planning
Business Genre
Short Business Description
Honest financial advice helping clients plan and achieve their financial goals.
Long Business Description

At Roz Barnes Financial Planning Ltd, we provide dedicated financial advice to private clients and businesses in North West England.

Helping clients grow, protect, and manage their wealth.

At Roz Barnes Financial Planning Ltd. we are committed to building and sustaining long-term client relationships based on trust, honesty and quality of initial and ongoing financial advice.

I offer face-to-face (or virtual) advice in the following areas:

• Retirement planning and pension advice
• Wealth creation, building and management – savings and investment planning
• Utilising tax allowances and efficiencies
• Protection assessment and advice – life assurance, critical illness cover and income protection
• Mortgages – residential and buy-to-let

I also have specialist knowledge in the financial needs of education professionals and am expert in Teachers’ Pension and Local Government. I work closely with schools and colleges to deliver free financial seminars and webinars to staff.

 

Business Website Address
Business Phone Number
07595 165520
Business Address
63 Ellesmere Road, Warrington, Cheshire WA4 6ED
WA4 6ED