Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
Menu
You can talk to us over the phone at any time but here you can put a face to a name…
  • Directors

    • Liz Beavis - Managing Director

      Liz Beavis

      Liz began her career at FMB in July 1999. Starting out as a Marketing Assistant she worked her way through the company to become appointed firstly as Director of Marketing and then Managing Director in 2008, as well as being a fully qualified adviser. Before FMB she worked at the Chamber of Commerce Training Division in Lancaster, promoting their services to the wider community. As the daughter of one of the two founders, Leslie Beavis, FMB has always been an important part of her life as the business has grown from a desk in the family living room to occupying the prominent Shenstone House on the outskirts of Kendal, with over 30 employees. Liz feels that what we do can be an incredibly positive experience for clients and that is what makes it all worthwhile.

      • Favourite place on earth

        High on the fells

      • Membership

        Affiliate of CISI

      • On my bookshelf

        Map Addict

      • Qualifications

        Dip PFS

    • Gill Forrester - Director of HR & Compliance

      Gill Forrester

      Gill’s background has predominantly been working with money and finance! Her first job after College was at the Skipton Building Society, and following PA roles at K Shoes and Express Foods, Gill moved to FMB in a part time role in 1990 after the birth of her son. She has progressed through the company and has undertaken a number of key roles before becoming Office Manager in 2003 and then appointed a Director in 2006. Gill has gained industry qualifications over the years, including the advanced CII qualifications, H15, which focuses on supervision and sales management which has assisted her in her other role as the Company’s Compliance Officer. This is a role Gill loves, and takes great satisfaction in running a “tight ship”. Gill also enjoys the personnel side of the company, and loves to see young new recruits gain confidence, experience and qualifications and see them promoted into more senior roles. Gill believes that investing in people is vital to retain good quality staff and get the best out of them. 

      Outside work Gill has taken up golf and loves to travel. She has a “bucket list” of places that her and her husband would love to visit and is slowly crossing them off over the years. She also helps out her husband with his gardening business and they love to walk the dog in the countryside near their home when they have spare time.

      • Favourite place on earth

        Australia

      • Membership ACSI
      • On my bookshelf

        Any good thriller novel

      • Qualifications

        CISI Level 3 Award in Global Financial Compliance, Cert in Financial Planning, H15, R01

    • Ruth Power - Director of Business Development & Company Secretary

      Ruth Power

      Daughter of founder Leslie Beavis, Ruth joined FMB in 2007. She enjoyed a successful career in Education including management roles in Primary Schools in Cumbria, London and Leeds, before moving back to start a family and join the company. Ruth's main role is communicating with clients, local business and professional connections about what we do at FMB. Her highlight of the year is our Company Conference when we celebrate our achievements, “it gives us a chance to get to know each other better and develop our team skills”. Ruth is a trustee of Sandgate Hydrotherapy Pool in Kendal, following FMB’s involvement with fundraising for the pool.

      • Favourite place on earth

        Farleton Knott

      • Membership Chartered Institute of Marketing
      • On my bookshelf

        Agnes Grey by Anne Bronte

      • Qualifications

        BA (hons), Chartered Institute of Marketing Diploma in Professional Marketing (lLevel 6), CFP1

  • Financial Planners

    • Andrew Laisby - Financial Planner

      Andrew Laisby

      Andrew has over 35 years experience in the Financial Services Industry and holds the full Financial Planning Certificate and an additional qualification in mortgages. Andrew joined FMB in 2002 after many years with The Prudential. Andrew specialises in Investment and Inheritance Tax Planning and has a wide range of clients including Trusts, business and private clients. Andrew particularly enjoys being able to sit with a client, listen to their concerns regarding financial planning and be able to help them.

      Andrew is supported by Relationship Manager, Angela Nottingham.

      • Favourite place on earth

        Port Noarlunga, Australia

      • Membership

        ACSI & CII

      • On my bookshelf

        Matt Preston 100 Best Recipe’s

      • Qualifications

        Dip PFS

    • Chris Hill - Financial Planner

      Chris Hill

      Chris began his financial career in 1999 and joined FMB in March 2004. He holds the full Diploma in Financial Planning, and has obtained further qualifications in Equity Release and Long Term care planning. He has clients throughout Cumbria, North Lancashire and the North-East and specialises in private client work; typically with retired couples, business owners and farmers. As aspects of financial planning can be complex, he finds it very satisfying when he can ease his clients, and their families, concerns about future money worries.

      Chris is supported by Relationship Manager, Helen Lishman and Assistant Relationship Manager, Alyson Shepherd.

      • Favourite place on earth

        Canada

      • Membership

        ACSI

      • On my bookshelf

        Joe Simpson – The Sound of Gravity

      • Qualifications

        CFPTM, Dip PFS, BSc (Hons)

    • Dan Birch - Financial Planner

      Dan Birch

      Dan previously worked as an Account Manager for Vodafone Business for eight years before relocating to Kendal from Lincoln in 2013. After relocating, he spent three years as a Personal Banker with Santander before joining the FMB team in April 2016. Dan is currently studying towards the Diploma in Financial Planning which he is looking to complete this year.

      Dan is supported by Relationship Manager, Charlotte Corr.

      • Favourite place on earth Lake Louise, Canada
      • On my bookshelf The Passage by Justin Cronin
      • Qualifications R01, R03, R04, R05, Diploma of Higher Education Open from the
        Open University
    • David Edwards - Financial Planner

      David Edwards

      David is one of the latest additions to the FMB team, joining us in January 2017 following an 11 year career with a large National Wealth Management company. He has almost 25 years experience in the Financial Services Industry and holds the full Financial Planning Certificate.

      David has vast experience of looking after clients' investment and estate planning needs. He particularly enjoys developing a long-lasting relationship with his clients through regular meetings as well as reviewing their plans to ensure they are on track to fulfil their future goals and ambitions.

      David is supported by Relationship Manager, Sarah Allen.

      • Favourite place on earth Mossyard Beach, Dumfries & Galloway
      • Membership PFS, CII
      • On my bookshelf A collection of Lee Child's Jack Reacher novels
      • Qualifications Dip PFS
    • Gail Edgley - Client Service Support Adviser

      Gail Edgley

      Gail has over 20 years’ experience in the industry and is one of the latest members to join the FMB team, joining us in May 2017. She started her financial services career at Pearl Assurance in 1996 before going on to work as an Independent Financial Adviser for two of the country’s largest IFA Networks.

      Gail holds the full Financial Planning Certificate and is currently working towards obtaining her Diploma. She enjoys being able to sit down with a client, talk about themselves and their family over a coffee and be able to put the provisions in place to help them achieve their future goals.

      Gail is supported by the Client Services Team.

      • Favourite place on earth Marbella (as it's almost guaranteed sunshine!)
      • Membership PFS, Chartered Institute of Bankers, CII
      • On my bookshelf A variety of Celebrity Autobiographies including Michael Caine, Paula Yates & Paul O’Grady
      • Qualifications FPC1, FPC2, FPC3, CeMAP Bridge, Certificate in Equity Release, R01
    • Jon Nicholson - Financial Planner

      Jon  Nicholson

      After leaving school, Jon worked in the printing trade but always wanted to work in a professional role helping people. He began doing the necessary exams before he even began work in financial services in 2005. He joined FMB in September 2011 shortly after obtaining his Diploma. He is currently working towards Chartered Status and has additional qualifications in Long Term Care, Mortgages and Equity Release. Jon particularly enjoys being able to offer clients reassurance and support with their finances and develop a relationship with them.

      Jon is supported by Relationship Manager, Katie Johnson.

      • Favourite place on earth

        Mintbridge – Home of Kendal Rugby

      • Membership

        Affiliate of CISI

      • On my bookshelf

        50 places to fly-fish before you die

      • Qualifications

        Dip PFS, AF4 Investment Planning

    • Louise Phillips - Corporate Services Adviser

      Louise Phillips

      Louise started her career in Financial Services at Scottish Provident in 1998 and went on to join FMB in 2002. She quickly completed her qualifications to gain her professional status and later joined the internal FMB Maze Academy, which allowed her to begin her financial planning career.

      Louise specialises in corporate business; providing guidance and advice to employers on a number of areas including staff pension schemes, private medical health insurance and death in service benefits. With site visits as standard to hotels, charities, small and large businesses in the Lakes and beyond, Louise is happy to discuss all areas of corporate business including employers' obligations to comply with auto-enrolment legislation.

      Louise is supported by the Client Services Team.

      • Favourite place on earth

        The Lake District

      • Membership CII & Affiliate of CISI
      • On my bookshelf

        Who has a bookshelf!?

      • Qualifications

        Dip PFS

    • Louise Smith - Financial Planner

      Louise Smith

      Louise started her career at Scottish Provident in 1997, where she gained the full Financial Planning certificate. Since joining Financial Management Bureau in 2001, Louise has passed further examinations including CeMap, the Investment Management Certificate, and the Principles of Financial Planning exam. She has a great deal of experience in Inheritance Tax Planning and Taxation and Trust advice. Louise has gained a great deal of experience working with families over several generations and particularly enjoys the regular meetings with her clients and hearing their stories and news.

      Louise is supported by Relationship Manager, Katie Johnson.

      • Favourite place on earth

        Florida

      • Membership Affiliate of CISI
      • On my bookshelf

        Sophie Kinsella / Jodi Picoult

      • Qualifications

        Dip PFS, IMC

    • Philip Barnes - Financial Planner

      Philip Barnes

      Philip started his career in financial services with Countrywide Assured plc, Preston after a 30-year career with Lancashire Constabulary. He holds the Diploma in Financial Planning, Certificate in Mortgage Advice and Practice and has recently been awarded the prestigious status of Certified Financial Planner by the Chartered Institute for Securities & Investment. He also holds the qualification in Long-term Care Planning. Philip joined FMB in 2011 as a Financial Planner and particularly enjoys being able to meet people from all walks of life and work with them to reach their goals. He feels this makes a positive difference to peoples’ lives.

      Philip is supported by Relationship Manager, Helen Lishman and Assistant Relationship Manager, Alyson Shepherd.

      • Favourite place on earth

        Florence, Italy

      • Membership

        Chartered MCSI

      • On my bookshelf

        SPQR by Mary Beard

      • Qualifications

        CFPTM, Dip PFS, Cert CII (MP)

    • Roger Jackson - Financial Planner

      Roger Jackson

      Roger started his career with FMB in 2007. He holds the full Diploma in Financial Planning and has also been awarded the prestigious status of Certified Financial Planner by the Chartered Institute for Securities & Investment. Roger particularly enjoys the Investment aspect of Financial Planning and enjoys getting involved in the technical side of things.

      Roger is supported by Relationship Manager, Charlotte Corr.

      • Favourite place on earth

        Arnside

      • Membership

        MCSI & CII

      • On my bookshelf

        Let My People Go Surfing – Yvon Chouinard

      • Qualifications

        CFPTM, Dip PFS, AF1, AF3

  • Support Team

    • Ali Brown - Trainee Client Services Assistant

      Ali Brown

      Ali was effectively born into the company being the grandson of FMB's founder, the late Les Beavis and the son of M.D Liz Beavis. After completing his A Levels in summer 2016, Ali assisted us with a mammoth scanning project and went on to officially join the team in January 2017.

      Ali is looking forward to working as part of the Client Services Team; supporting the financial planners with their administration duties and is happy to be contributing to the family business.

      • Favourite place on earth Crete
      • On my bookshelf The 'Friends' Boxset
      • Qualifications A Levels, AS Levels, GCSE's
    • Ali Owen - Relationship Manager

      Ali Owen

      Ali has over 12 years experience in the financial services industry; previously working as a Paraplanner at InvestAcc before joining the FMB team in June 2017.

      Ali has completed a number of industry exams and looks to obtain further qualifications with the hope of becoming a financial planner in the future.

      Outside of work, Ali has a passion for music and enjoys cycling within The Lakes.

      • Favourite place on earth My sofa on a Sunday afternoon watching Formula 1
      • Membership CII
      • On my bookshelf The Lord of the Rings
      • Qualifications CF1, CF3, R02, R03, R04
    • Alyson Shepherd - Assistant Relationship Manager

      Alyson Shepherd

      Alyson joined the FMB team in August 2015. She has worked in the Financial Services industry for over five years since leaving Kendal College where she studied Art and Design. Before joining FMB, Alyson worked at Cumberland Building Society as an Investment Advisor. Alyson is committed to providing a high level of customer service to clients and looks to broaden her knowledge by obtaining further industry qualifications in the near future.

      Alyson supports Financial Planners, Chris Hill, Philip Barnes & Liz Beavis.

      • Favourite place on earth New York
      • On my bookshelf The Harry Potter Series
      • Qualifications Certificate in Mortgage Advice and Practice (CeMAP), Distinction level National Diploma in Art and Design
    • Angela Nottingham - Relationship Manager

      Angela Nottingham

      Angela joined the FMB team back in 2005. She has now worked in the Financial Services industry for over 25 years – 10 of which were as a Financial Adviser so she has excellent knowledge of the industry. During her time with FMB, Angela has continued to expand her knowledge and in 2011 she achieved Diploma status in Financial Planning. Angela was delighted to be awarded Employee of the Year in 2007 and again in 2012 for her hard work and enthusiasm for the job.

      Angela supports Financial Planner, Andrew Laisby.

      • Favourite place on earth

        Waiheke Island, New Zealand

      • On my bookshelf

        Khaled Hosseini and Victoria Hislop

      • Qualifications

        Dip PFS, BSc (Hons), Diploma in Development Economics

    • Charlotte Corr - Relationship Manager

      Charlotte Corr

      Charlotte has worked in Financial Planning for just over five years after studying Business Management at Royal Agricultural University in Cirencester. After relocating to the area from Somerset, she joined the FMB team in January 2017. Charlotte holds the Diploma in Financial Planning is looking forward to continuing putting her knowledge into practice in her role as Relationship Manager.

      Charlotte supports Financial Planners, Roger Jackson & Dan Birch.

      • Favourite place on earth New Zealand
      • Membership CII
      • On my bookshelf Horse and Hound
      • Qualifications DipPFS, BSc (hons)
    • Chris Binks - Client Services Supervisor

      Chris Binks

      Christine worked in Appleby when FMB had an office there in 1990. When the Appleby office closed she moved to the Endmoor premises and has been with us ever since. Christine has taken a couple of financial exams to help her in her admin role and is one of our longest standing and most experienced members of the Client Services team. She has worked in several departments during her many years here and has a wealth of knowledge about the Financial Services Industry.

      • Favourite place on earth

        Rome

      • On my bookshelf

        Food of Love - Anthony Cappella

      • Qualifications

        Certificate in Financial Administration

    • Gary Myers - Professional Connections Manager

      Gary Myers

      Gary has been involved within the Financial Services industry for almost 30 years. He specialises in helping professional firms work together and has a successful track record in developing and growing professional relationships between financial advisors and other professional practices; in particular accountants, solicitors and insurance brokers. Gary is tenacious and dedicated in his approach and he brings with him an infectious enthusiasm and commitment to business development.

      • Favourite place on earth Italian lakes
      • Membership PFS
      • On my bookshelf The Chimp Paradox
      • Qualifications Cert PFS
    • Gill Lawson - Receptionist

      Gill Lawson

      Gill started her career in finance at the age of 17 when she joined Nationwide Building Society as a clerk/cashier. She carried out many roles before being appointed Customer Service Manager in one of their largest branches. She left the Society after 17 years when her first child was born. A number of part-time jobs, including nursery assistant and parish clerk filled the next ten years while the family was growing until she came to FMB in December 2014 to join the reception team. Gill thoroughly enjoys interacting with clients and is excited to be back in the industry that she is so familiar with and to put the skills she has built up, so far, to good use.

      • Favourite place on earth Grimsby, Ontario, Canada
      • On my bookshelf Lee Child (Jack Reacher series) and Jack Kilborn (Afraid)
      • Qualifications AQA Advanced Counselling, NVQ Assessor
    • Helen Lishman - Relationship Manager

      Helen Lishman

      Helen joined FMB in 2011, shortly after completing her AS Levels at The Lakes School where she studied Personal Finance. Helen was appointed Relationship Manager in September 2014 and within her role, she particularly enjoys being able to interact closely with clients as well as supporting the Financial Planners on a daily basis. Helen has completed several qualifications whilst working at FMB and hopes to obtain more in the near future in order to broaden her knowledge within the industry.

      Helen supports Financial Planners, Chris Hill, Philip Barnes & Liz Beavis.

      • Favourite place on earth

        Paris

      • On my bookshelf

        David Attenborough – Life Story

      • Qualifications

        AS Level in Finance, Apprenticeship in Financial Administration Level 3, CII Award in Financial Administration

    • Irene Davis - Receptionist

      Irene Davis

      Irene certainly had a varied career before she joined us in 2007. Her many roles have included everything from Night Nurse and Plant Technician to Trainee Bus Driver! Her role on reception at FMB involves providing a friendly welcome for our visitors and a helpful voice on the end of the phone. Irene especially enjoys the team spirit at FMB and says the staff are great to work with. The feeling is obviously mutual as Irene was voted Employee of the Year by her peers after only a couple of years with the company.

      • Favourite place on earth

        My bed

      • On my bookshelf

        A selection of Jo Nesbo, Harlan Coben and Terry Pratchet books

      • Qualifications

        City & Guilds in Adult Numeracy, Adult Literacy, NVQ in Customer Services

    • Karen Dickinson - Practice Manager

      Karen Dickinson

      Until her early twenties, Karen largely worked in retail management before going on to set-up and run two successful but very diverse businesses; a sheet metal & fabrication company and also a bridal couture business, whilst her children were young. In 2000, Karen decided to have a career change and started working for a large international construction material company as a Sales Co-ordinator. She was soon promoted to Office Manager and then moved through the ranks taking on a variety of roles. For the last 12 years, she was working in the international arm of the business as Business Improvement Manager, utilising her strengths of project management, business process improvements, business integration and was responsible for businesses worldwide. Karen joined FMB in August 2014 and is enthusiastic to increase her knowledge within the financial services industry, gaining further qualifications and working with the team to improve processes and the overall client experience.

      • Favourite place on earth Riviera Maya, Mexico or Sorrento
      • On my bookshelf 'How to Solve Our Human Problems' by Geshe Kelsang Gyatso
      • Qualifications Chartered Management Institute, Diploma in Management
    • Kate King - Accounts Technician

      Kate King

      Kate has worked in an accounts role for various local firms since she left school and has always loved numbers. Kate joined FMB and took on the role of Accounts Technician in February 2014 and is responsible for the company’s book keeping and preparing management accounts. 

      • Favourite place on earth

        The Lake District

      • On my bookshelf ACCA textbooks
      • Qualifications Advanced Diploma in Accounting MAAT
    • Katie Johnson - Relationship Manager

      Katie Johnson

      Katie joined FMB in 2011 as an Office Junior shortly after completing her AS Levels in Personal Finance at school. She was soon enrolled as a Client Services Assistant and in September 2014, was appointed Assistant Relationship Manager and later Relationship Manager in 2017. Katie has worked in other customer services roles, gaining valuable experience helping tourists and the local community in a range of different ways. Katie has enjoyed welcoming clients and being part of the FMB team and looks to complete the Paraplanner qualification in the future.

      Katie supports Financial Planners, Louise Smith and Jon Nicholson.

      • Favourite place on earth Rome, Italy
      • On my bookshelf

        Anything by Lee Weeks

      • Qualifications

        AS Level in Finance, Apprenticeship in Financial Administration Level 3, CII Award in Financial Administration

    • Linda Beavis - Receptionist

      Linda Beavis

      Linda was the wife of our founder, the late Les Beavis, and remains at the heart of FMB which is still essentially a family business. Linda has been with the company since the first seeds were sown in the 1980’s, she has seen all the changes and stages the business has been through but remains a constant feature of FMB, welcoming clients on reception in person and on the telephone.

      • Favourite place on earth

        Greece

      • On my bookshelf

        Game of Thrones

    • Linda Dwyer - Filing Clerk

      Linda Dwyer

      Linda joined FMB in 1997, whilst we were located at the old premises in Endmoor. She is one of the company’s longest standing employees and has seen many changes over the years. Her role in keeping on top of the client filing is complex and requires a great deal of attention to detail. Linda has been at the heart of our drive to transfer all our paper into electronic format.

      • Favourite place on earth

        Florida

      • On my bookshelf

        Anything by Lee Child, Jeffrey Deaver, Tom Clancy or Patricia Cornwell

    • Nicole Roberts - Client Services Assistant

      Nicole Roberts

      Nicole is one of the latest members to join the FMB team, joining us in January 2017. She graduated from Edge Hill University in July 2016 with a degree in Criminology and Criminal Justice. In her spare time, Nicole volunteers at Victim Support; providing emotional and practical support to anyone who has been affected by crime. As well as helping to rebuild their confidence, Nicole also helps victims communicate with the courts, police and other organisations - a role she finds very rewarding.

      Nicole is enjoying working as part of the Client Services team and is looking forward to developing her knowledge of the industry.

      • Favourite place on earth Riviera Maya, Mexico & Paris
      • On my bookshelf Anything by Lynda La Plante
      • Qualifications BA (Hons) Criminology and Criminal Justice, A Levels
    • Patrick Billington - Client Services Supervisor

      Patrick Billington

      Patrick joined FMB in July 2014 shortly after completing a foundation degree in Computing at Kendal College. He enjoys working in customer service and has gained some experience from previous employment within a local supermarket. Patrick is enjoying working as part of the team and is hoping to obtain further qualifications in the future in order to progress within his role within the company.

      • Favourite place on earth America
      • On my bookshelf Dexter, Prison Break and Suits Box Sets
      • Qualifications R01, R05, Cert.HE in Computing, A & AS Levels
    • Phoebe Makey - Client Services Assistant

      Phoebe Makey

      Before joining FMB in April 2016, Phoebe worked at Nationwide Building Society as a Customer Representative. Prior to that, she spent two years in London as an Account Manager for a Marketing firm. Phoebe enjoys working closely with clients and is looking forward to furthering her knowledge in the financial services industry.

      • Favourite place on earth New Zealand
      • On my bookshelf The Twilight Series
      • Qualifications A & AS levels
    • Rebecca Wilson - Marketing Co-ordinator / Assistant to Directors

      Rebecca Wilson

      Rebecca started at FMB in 2007 as an Office Junior, shortly after completing her A-Levels. She was enrolled as a Client Services Assistant in 2008 before being appointed Assistant to Directors in 2011. Rebecca’s role has become more marketing focused over the years and so her title was renamed Marketing Co-ordinator in 2015. She takes a particular interest in copywriting for the company website and marketing materials as well as planning and organising company events. She has recently obtained The Certificate in Professional Marketing through The Chartered Institute of Marketing which she hopes will help develop her role further.

      • Favourite place on earth

        Rome or Isla Mujeres, Mexico

      • On my bookshelf

        Various travel guides

      • Qualifications

        CIM Level 4 Certificate in Professional Marketing, A and AS levels, Level 3 Certificate and Advanced Level Apprenticeship in Financial Administration, Apprenticeship and Level 3 Certificate in Customer Service, CF1, Level 2 NVQ in Customer Service

    • Sarah Kitchen - Relationship Manager

      Sarah Kitchen

      Sarah studied A Levels at Queen Katherine School and went to York University, obtaining a Masters Degree in Chemistry, her proudest achievement! During her four years with a High Street Bank, working in York and Lancaster, Sarah honed her customer service skills. She joined FMB in August 2010 as a Client Services Assistant and was later appointed Relationship Manager in September 2014. She would like to complete the industry exams and further her knowledge with the potential to become a Financial Planner in the future. Sarah was delighted to be voted as 'Employee of the Year' by her colleagues in 2014.

      Sarah supports Financial Planner, David Edwards.

      • Favourite place on earth

        Kendal

      • On my bookshelf

        Every Stephen King Book

      • Qualifications

        Mchem (hons), R03, CII Award in Financial Administration

    • Sarah Shepherd - Client Services Manager

      Sarah Shepherd

      Sarah has worked in Financial Services since she left Kirkbie Kendal School. She joined FMB as an Office Junior in 2007 after working for another smaller IFA. She was enrolled as a Client Services Assistant shortly after and went on to become Client Services Supervisor in 2009. Sarah was appointed Client Services Manager in September 2014 and now manages the Client Services Team which comprises of several Client Services Assistants. Sarah works closely with the firm's Financial Planners and ensures that the work they generate is processed to our high standards by the members of the Client Services team. She also liaises with the Practice Manager to ensure smooth day to day running of the office. Sarah has gained several qualifications whilst working at FMB and looks to continue with further management exams in the future.

      • Favourite place on earth

        Disneyland, Florida

      • On my bookshelf

        The Game of Thrones box set

      • Qualifications

        NVQ Level 2 in Customer Service, Apprenticeship and NVQ Level 2 in Team Leading, NVQ Level 3 in Financial Administration, Apprenticeship and Level 3 Award in Financial Administration, Institute in Leadership and Management (ILM) Level 3 Award in Line Management

    • Sarah Tulley - Research & Compliance Manager

      Sarah Tulley

      Before joining FMB in 2002, Sarah worked at Scottish Provident in the Compliance department in both Kendal and Edinburgh. Sarah has spent most of her time with FMB working in a compliance role but also as a valuable assistant to director, Gill Forrester. Sarah internally audits the work undertaken by the many Financial Planners in the company to make sure our rigorous sales and investment process is followed correctly as well as assisting with formulating policies to ensure our practice is as current as possible. In 2015, Sarah extended her role to encompass that of Research Manager and now also carries out research and due diligence on new products and providers.

      • Favourite place on earth

        British Columbia

      • Membership ACSI
      • On my bookshelf

        The Year of Living Danishly – Uncovering the Secrets of the World’s Happiest Country

      • Qualifications

        CISI Global Financial Compliance, R01, FPC

    • Steph Cannon - Client Services Assistant

      Steph Cannon

      Steph is one of the newest additions to the FMB team, joining us in June 2017. She has a wealth of administration and organisational experience which she has gained throughout her customer service focussed careers within the travel industry and latterly, the NHS.

      Steph is excited to be part of the Client Services team and is keen to put her skills to good use.

      • Favourite place on earth York
      • On my bookshelf A variety of Cecilia Ahern and Jodi Picoult books
      • Qualifications Pearson EDI Level 3 NVQ Diploma in Business & Administration, ECDL Certificate
    • Sue Walling - Compliance Assistant

      Sue Walling

      Sue joined the FMB team in 2002 after previously working for Scottish Provident at their offices in Kendal. She has gained a wealth of experience and knowledge within the Client Services Team as both a Client Services Assistant and Supervisor. Sue was appointed Compliance Assistant in June 2015, which mainly involves assisting our Research & Compliance Manager with auditing the work undertaken by the many Financial Planners in the company.

      • Favourite place on earth

        Thailand

      • On my bookshelf

        Peter Andre autobiography

      • Qualifications

        FPC1, FPC2

    • Val Maudsley - Fee Technician

      Val Maudsley

      Prior to working at FMB, Val worked for the Midland Bank (now HSBC) for 10 years. Following a break to bring up her family Val joined FMB in 1997. Her first role was that of filing clerk, but after amassing years of industry experience in the admin team she took over in 2006 as Commissions Technician. Val has the difficult and complex job of managing the payments that come in and matching them up to the thousands of policies we manage. This requires specialist knowledge of our IT systems and a historical overview of how the companies we deal with have merged and evolved over the years!

      • Favourite place on earth

        The Canadian Rockies

      • On my bookshelf

        An array of historical novels and cookery books

Notices and promotions

© Financial Management Bureau Ltd 2011 - 2017. All rights reserved.
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