Caption: Robert Meacock of Robert Meacock & Company
We are delighted to partner with Robert Meacock & Company, a well-respected wealth management company also based in Kendal. Robert will work alongside our experienced team of financial planners so we can share our vast wealth of expertise and experience. Together, we will provide financial planning and wealth management services to people across Cumbria and beyond including Robert’s portfolio of 50 clients, which he has built up over 40 years working in the industry.
Robert said he could think of no better business to work with than FMB. “I knew Les [Beavis] very well and I have been very impressed with the magnificent job Liz and Ruth have done of taking the business forward. It's very important to me to find a firm I can partner with which will ultimately provide a quality and trustworthy long-term service for my clients when I do eventually retire. I’ve been dealing with some of them for 40 years and many have become very good friends. I owe it to them to find the best company I can to work with." says Robert.
“The family ethos of FMB makes me confident they will take as personal and careful an interest in looking after my clients as I have always done. I am already enjoying working with FMB and getting to know their friendly and extremely capable team.”
Our Director of Financial Planning, Roger Jackson, said, “It’s great to have Robert working with us, who is such an established and experienced financial planner. We can all learn a lot from his high standards and excellent client relationships.”
We look forward to working with Robert and welcoming his clients to FMB.