Cumbrian Planner partners with wealth manager
Cumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.
Both firms are based in Kendal.
The two firms will team up to provide Financial Planning and wealth management services to clients across Cumbria.
FMB was formed by Les Beavis in 1987 and is now run by his daughters, Liz Beavis and Ruth Power, who took on the firm following his death.
Robert Meacock said: “I knew Les 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.
“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.”
Roger Jackson, director of Financial Planning at FMB, 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.”
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