Inspired by his technical expertise, FMB’s founder, Les Beavis, set out to make a difference for local self-employed people. Back in the 80s, financial services were often limited to big banks and pensions were just for executives. Les wanted to change that, and in 1987, from a small office in Endmoor, FMB was established.
The company quickly grew, and by 1997, we opened a second office in Lancaster. In 2002, we brought everyone together under one roof at Shenstone House, on the outskirts of Kendal, where we’re still based today.
Since Les’ passing in 2008, his daughters, Liz Beavis and Ruth Power, along with fellow director Roger Jackson, continue to run the business. Les' vision and values remain at the heart of everything we do - helping local people live better lives through understanding what their money can help them achieve.
In 2022, we became part of the Finitor Wealth group, a move that’s helped us grow even further. Then in 2023, we opened our second office in Cockermouth, a bustling market town much like Kendal. This new location allows us to connect with the northern community and serve our clients across the county.