Members’ spotlight – Graham Lappin

Today, we really enjoyed Graham from FMB’s 10-minute presentation, offering us an insight into the world of financial planning. Graham, with his clear and dynamic approach, walked us through FMB’s comprehensive process. Beginning with their detailed client consultations, he highlighted how personalised questionnaires lay the groundwork for tailored financial strategies. He brought to life the…

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Members’ spotlight – Andy Little

Despite only having a few minutes notice, Andy did a sterling job this morning and gave a great 10 minute presentation. From his early days growing up near Penrith to his early career and experiences in the Kendal and the South Lakes area.

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