Meet the Team

Roger started with FMB in 2007. He holds the Advanced Diploma in Financial Planning and has also been awarded the prestigious status of Chartered Financial Planner as well as Certified Financial Planner and Chartered Wealth Manager by the Chartered Institute for Securities & Investment. Roger is regularly cited in the trade press and in 2020 he was recognised by Citywire/New Model Adviser as one of the top 35 financial services professionals under the age of 35. He was appointed Director of Financial Planning in 2018 and manages our team of Financial Planners alongside Liz Beavis.

Outside of the office, Roger has worked extensively in the charitable environment acting as a Trustee and chair for a local charity. He is the treasurer for his local branch of First Responders. As well as this, he is currently vice president of the Chartered Insurance Institute’s Kendal branch. He enjoys spending quality time with the family, playing golf and cooking for family and friends.

Natalie joined us in October 2018 and has over 20 years’ experience in the Financial Services industry, both in retail banking and also as an Independent Financial Adviser. She is currently studying for an Award in Long Term Care and hopes to have achieved Chartered Status in the not too distant future. Natalie says, "I enjoy meeting all sorts of people through my job, everyone is unique and each situation requires a different solution. I find it so rewarding being able to help clients achieve their goals and ensuring their financial future is protected."

Outside of the office, Natalie enjoys spending quality time with her family. At the weekend, you can usually find her on the sidelines supporting her two boys at their football match or out walking their dog, Bertie, in The Lakes. She also enjoys escaping to the gym whenever she gets the chance.

After relocating from Lincoln, Dan joined the FMB team in April 2016 and now lives in Kendal with his fiancée and daughter. He holds the full Diploma in Financial Planning and is currently working towards Certified status with the Chartered Institute for Securities & Investment. Dan values being able to help direct clients on their financial planning journey and enabling them to fulfil their life goals and ambitions.

Outside of work, Dan enjoys spending time at home with the family. He is also a lover of the outdoors and tries to fit in some fell-walking around The Lakes whenever he can.

David joined FMB in January 2017 following an 11-year career with a large National Wealth Management company. He has almost 25 years of experience in the Financial Services Industry and holds the full Financial Planning Certificate.

David has vast experience of looking after clients' investment and estate planning needs. He particularly enjoys developing a long-lasting relationship with his clients through regular meetings as well as reviewing their plans to ensure they are on track to fulfil their future goals and ambitions.

David likes to keep busy in his spare time and spends a lot of time biking with friends. He also enjoys competing in local snooker competitions and has more recently started playing for his local cricket team with his son, Jack.

Jon has been part of the FMB team since 2011. In 2017, he was awarded the prestigious status of Certified Financial Planner by the Chartered Institute for Securities & Investment. He is currently working towards Chartered Status with the CII as well, having previously gained the advanced qualification in Investments and further qualifications in Long Term Care, Mortgages and Equity Release. Jon is our resident specialist in Lifetime Mortgages/Equity Release. Jon particularly enjoys being able to offer clients reassurance and support with their finances and develop a relationship with them.

Outside of work, Jon has a big passion for rugby and has played, captained and coached for Kendal Rugby Club for nearly 30 years. Jon is now a Trustee for the club and continues to be an avid supporter. He also took up crown green bowls a few years ago and says that "anyone who has never tried this simple but ‘placid’ game, the competitiveness experienced is as strong as any rugby encounter."

Liz began her career at FMB in July 1999. Starting out as a Marketing Assistant she worked her way through the company to become appointed firstly as Director of Marketing and then Managing Director in 2008, as well as being a fully qualified adviser. Before FMB she worked at the Chamber of Commerce Training Division in Lancaster, promoting their services to the wider community. As the daughter of one of the two founders, Leslie Beavis, FMB has always been an important part of her life as the business has grown from a desk in the family living room to occupying the prominent Shenstone House on the outskirts of Kendal, with over 25 employees. Liz feels that what we do can be an incredibly positive experience for clients and that is what makes it all worthwhile.

Outside of work, Liz enjoys spending quality time with family and friends which often includes some fell walking in The Lakes. She has also recently joined a choir which she is finding lots of fun!

Jon has over 25 years’ experience in the Financial Services Industry, having previously worked for RBS, HSBC and Santander. Jon has recently become a Fellow of the Personal Finance Society and is a Chartered Financial Planner.

Jon has many years’ experience of dealing with a broad cross-section of clients including both private and business customers. He enjoys getting to know his clients and being able to put across sometimes complex financial planning considerations in a way that’s simple for his clients to understand.

Outside of work, Jon enjoys playing snooker league and bowling leagues on the Fylde coast. He says, "I’ll never be a professional but I have won the odd trophy". Jon has recently welcomed a new addition to the family, Finley the Labrador, and he is looking forward to getting out on more walks on the Fylde coast and in The Lakes.

Charlie joined the team in October 2019 after relocating to the area from Southampton with her fiancé.

Charlie has definitely had a rather varied working life so far; starting out in hospitality and event management within the sailing industry after completing her degree in Naval Architecture at Southampton University. She went on to train as a Chartered Accountant, working within commercial audit before her love for client interaction and problem-solving led her to explore the Financial Services industry. Having recently achieved the prestigious status of Chartered Financial Planner, Charlie definitely has a wealth of knowledge and enjoys putting that into practice with her clients, working with them to put the most suitable plans in place to help them achieve their goals.

Outside of the office, Charlie enjoys keeping active and most of her spare time is filled with running (trail running now she lives in the Lakes!), yoga or bouldering and she is hoping to get back into dinghy sailing soon. She is also a keen baker, which she says compliments her ‘prolific snacking’. At the moment though, most of her time is spent doing DIY on her new home.