This week on The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau.

Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser, bringing decades of hands-on experience and a deep understanding of client needs. She’s passionate about helping people navigate life’s financial decisions with clarity and confidence.

Liz’s leadership is rooted in real-world experience and a commitment to putting clients first.

Outside the office, she finds joy in fell walking in the Lake District and upcycling furniture, balancing strategic thinking with creativity and calm.

Tune in to hear Liz’s inspiring journey, her approach to financial planning, and what it takes to lead a firm with purpose and longevity.

Connect with Lewis Byford

Connect with Liz Beavis

Follow The Financial Planning Club

The Financial Planning Club Website