FINANCIAL MANAGEMENT BUREAU ACQUIRES IFA IN CUMBRIA

Capital and Trust - March 15, 2022 - 0 minute read

Robert Meacock And Company has been acquired by Financial Management Bureau, based in Kendal, Cumbria.

Financial Management Bureau was founded by Les Beavis in 1987. Following his death in 2008, his two daughters took over the business. Lis Beavis and Ruth Power are managing director and director of business development.

Financial Management Bureau clients span across the entirety of Cumbria. Ruth Power has said: “We’re always looking to boost market share here and in North Lancashire.”

Together the two companies will provide financial planning and wealth management services to people across Cumbria and beyond.

Robert Meacock will work with Financial Management Bureau and its team of advisors, for the next year, before he exits. In the last 40 years, he has built up his business and will continue to oversee his 50 client portfolio.

Robert has 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.

“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.”

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