27 February 2026
By FMB
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!
Could your finances benefit from a spring clean? You could take some inspiration from the Swedes. They believe in ‘döstädning,’ or ‘death cleaning.’ Despite the name, it’s really about simplifying life, reducing clutter and making things
25 February 2026
13 February 2026
Money has a way of taking on new meaning as the years go by. In our earlier decades, it is often about getting by, paying the bills, building careers and finding our footing. Later in life, money becomes more closely tied to security,
06 February 2026
Investors enter 2026 with cautious optimism as inflation, trade tensions and geopolitical uncertainties persist. Data centres may sustain growth opportunities despite concerns about an AI bubble. The IMF predicts uneven global growth, so
Article by Larisa Dina who is a researcher finishing her PhD at King’s College London. Larisa is writing exclusively for the Purposeful Group companies of which we are a part, and is an expert on digital health.
"Going home for Christmas
There are three key elements to the service we provide. Most people naturally focus on the first — financial planning and advice — which remains the most important part of what we do. The second is how and where your money is invested. The
"The Purposeful Group journey commenced back in 2011, when I started a new role as CFO for one of the first companies in the IFA sector, which planned to acquire and integrate financial planning businesses.
Having worked for an investment
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