Are you emotionally prepared for retirement?

Retirement can be an unsettling time of change. While people realise the importance of preparing financially for retirement, it is equally important to prepare emotionally too. Get a copy of our free 'Psychology of Retirement' guide which contains some helpful pointers to ensure this next chapter of your life is as fulfilling and joyful as it should be.

  • Common pitfalls
  • Successful transition pointers
  • Tips for a great retirement

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Helping you to plan for a fulfilling retirement

Retirement looks different for everyone. Your dream might be to travel and see the world. Or you may be looking forward to spending more time at home, being a hands-on grandparent and trying out a new hobby or two. It might even be that you don’t intend to slow down, and you see this as the perfect opportunity to volunteer or start your own business doing something you’ve always loved.

However you want your retirement to look, the most important thing is having the confidence that your money will last.

"We can actively plan through retirement with the expert knowledge provided by FMB."

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. We can actively plan through retirement and inheritance issues with the expert knowledge provided by FMB and this means that we are confident that our children’s financial futures are as secure as possible.

Kath and Paddy Finn

Helping you to achieve your goals

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. This holistic approach will enable us to give you the most suitable and beneficial advice, putting you in the best position, both now and for the long term.

Helping you to keep on track

Your financial plan will undoubtedly evolve over time as we take into account any life changes and the inevitable ups and downs of the economy. Our regular reviews and ongoing guidance will provide you with clarity and peace of mind by ensuring your plans remain on track.

We are completely transparent and open about our fees and will always ensure you understand and are happy with the charges before proceeding with any work.

You're in safe hands

CALL: 01539 725855

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Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk