Financial Management Bureau
Established in 1987, FMB was set up as the result of one man’s vision and has become an influential institution looking after around 3,000 clients and managing in excess of £250m.
Email: Dan.Birch (at) finman.co.uk
Phone: 01539 725855
Address: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA
FMB – Financial Management Bureau
What’s your role?
Financial Planning Manager
How did the business start?
The late Les Beavis set up the business initially in his front room with a desk, filing cabinet and a vision to offer the best in financial planning services in order to give his clients peace of mind.
He was motivated by using his technical knowledge to help people look after their money. After several years working at Yorkshire General, taken-over by Aviva many years ago, and the Kendal firm, Provincial Insurance, he saw a business opportunity to help local self-employed people.
Where are you based?
Shenstone, on the south side of Kendal
How many staff?
Who are your clients?
Our 2500 clients range from directors of FTSE-listed international businesses to local people who need some help organising their finances.
What do you do with the £250m you have under financial management?
We try to align people’s finances with their ambitions and goals. We use various options to do this – investments, pension, insurance and trusts to name a few.
Would Les Beavis recognise the company today?
Times have certainly changed and we have been at the forefront of those changes. We are always looking to implement initiatives and be the best we can be.
Just like any other industry, financial services are being transformed by technology. FMB is embracing this both for clients and behind the scenes.
What doesn’t change?
No matter what lies ahead, there will never any let-up in our commitment to delivering a service which is valuable to our clients in helping them create a secure and successful future.
Is FMB still family run?
We are very much a family-owned firm. Les’s daughters are MD Liz Beavis and director Ruth Power who, alongside fellow director Gill Forrester and Roger Jackson manage the company with the same values.
The ultimate aim?
To help local people live better lives through understanding what their money can help them achieve.
Money is only a means to an end and we help our clients realise that it should not be a worry, or burden, but a tool for living a great life.
Our number one aim is to be the most respected financial planning business in the North West.
We work with clients to not only plan their finances efficiently, but ensure their finances allow them to do the things they want to do in life.
Our whole team is passionate about what we do.
What do clients say about you?
“Dan is very approachable and patient. He is very helpful and I am pleased with FMB.”