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.
Les sadly passed away in 2008 but we are still proud to be a family-owned and run business with Les’ two daughters, Liz Beavis and Ruth Power, alongside fellow directors Gill Forrester and Roger Jackson continuing to manage the company by Les' same values; to help local people live better lives through understanding what their money can help them achieve.