Inspired by his technical knowledge, FMB founder, Les Beavis, decided to set up his own financial services company to help local self-employed people. It’s hard to remember but back in the 80’s, the man in the street only trusted the bank to look after his money and pensions were just for executives. Les was keen to change this and so, in 1987, from a small office in Endmoor, FMB was established.
We’ve seen the company grow significantly since then; by 1997, we decided to open a second office in Lancaster to house our ever-growing team. In 2002, we decided to amalgamate the two and moved to Shenstone House on the outskirts of Kendal, where we continue to operate today.
Since Les sadly passed away in 2008, Les’ two daughters, Liz Beavis and Ruth Power and fellow director Roger Jackson have continued to run the business by Les' same values; helping local people live better lives through understanding what their money can help them achieve.
Since 2022, the company became part of the wider group, Finitor Wealth, and continues to grow with support from them.
In 2023, we opened our second office, located in the heart of Cockermouth town centre. Cockermouth is a vibrant market town, very similar to Kendal in many ways and provides an excellent base to be able to service our clients in the north of the county and enables us to be part of the local community.