A South Cumbrian financial planning firm has partnered with a wealth management company.
Financial Management Bureau, in Kendal, has partnered with Robert Meacock and Company, also based in the town.
Together the two companies will provide financial planning and wealth management services to people across Cumbria and beyond.
These include Robert’s portfolio of 50 clients, which he has built up over 40 years working in the industry.
Robert will work with FMB and its team of advisors.
He said he could think of no better business to work with than FMB, which was founded by Les Beavis in 1987. Les’ daughters Liz Beavis and Ruth Power, who are managing director and director of business development, took it on following his death in 2008.
“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,” said Robert.
“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.
