• 77% of high-net-worth individuals began making significant charitable donations after surpassing £2m in personal wealth
• High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning

Latest in News in Review: Bank Rate stays at 3.75%, slow pay growth, the Chancellor invests in AI, modest house price growth.

• All of the Monetary Policy Committee voted to keep rates unchanged – the first unanimous decision in over four

We are always looking for ways to ensure we deliver the best possible service to our clients. One of the ways we can do this is by gathering independent feedback.

In today’s world, asking for feedback has almost become part of daily life –

In support of Dementia Action Week; 18 - 24 May

Dementia Action Week is a timely reminder of how important it is to plan ahead with care and compassion. At FMB, many of our team have taken part in Dementia Friends training — an initiative

This article highlights the importance of seeking financial advice as working lives become more flexible.

• As life expectancy increases, workers are abandoning the idea of spending a whole career with one company
• More workers are

Small increases in pension contributions can significantly boost long-term savings, thanks to the power of compound investment growth. Even a modest monthly rise can add tens of thousands to your retirement pot, making future financial

Laura is Receptionist at FMB and also supports the accounts and admin teams. Laura is one of our best known face/voice as she is usually the one greeting you at our Kendal office or on the phone!

1. How many years have you worked at FMB?