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A strong family heritage – The FMB story by Liz Beavis, Managing Director

"One of my earliest memories, at 9 years old, is when my Dad’s first Apple computer was delivered. This was in 1984 when he decided to start his own business, and L&L insurance was formed. This went on to become FMB in 1987.

It started out in small offices in Endmoor, just outside Kendal, which gradually expanded through an extension and then a whole extra floor was added. This was when I took on my first role at FMB, as office cleaner, to earn extra pocket money whilst at school. By 1997 we also had an office in Lancaster and the company had grown from having two employees to approximately 20.

In 1999 I joined the company again and over the next 10 years I worked my way through various admin roles while training to be a financial planner.

In 2002 we decided to amalgamate the two and moved to Shenstone House, near Kendal. We now have 34 employees, some still here from our days at Endmoor, with 11 Financial Planners and many of our original clients and their family members are still with us today.

I have been Managing Director since 2008 and run the company together with my sister Ruth Power and Gill Forrester. FMB looks after over 2000 clients with over £250 million of assets.

The FMB philosophy has always been to stay at the forefront of financial services, investing in our team to make sure we bring the best possible service to our clients.

Come and tell us your story - call us on 01539 725855

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  • Liz Beavis - Managing Director

    Liz Beavis

Our clients say…

  • Nice friendly service: Philip is approachable and helpful, explaining everything in simple terms. Mum was delighted to receive the flowers on her birthday, typical of the "family" feeling generated by FMB.

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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