From our Technology and Integrations Director at Purposeful Group, Cat Adams. As digital communication grows and technology advances, cyber threats are becoming more common.

In this article, we share a few practical ways to stay safe and insights into our ongoing protective efforts.

Why vigilance matters

Many cyber attacks don’t start with sophisticated hacking; they

When people talk about “stakeholders” it sounds like corporate jargon, but it really matters at FMB. Our stakeholders are our clients, our staff, and our community, not just our shareholders. (Photo by Jonny Gios on behalf of Give a Day for Kendal)

We believe that the communities we live and work in are just as much a part of our stakeholder picture as the clients we

Long-term investment success depends more on time in markets than timing them

• Market volatility is normal and often creates long-term opportunity
• Holding excess cash may hinder growth for long-term objectives
• Diversification and discipline help manage emotional investment decisions

Investors are constantly navigating changing narratives. Last year markets rebounded

Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises

• Latest Office for National Statistics data show inflation slowed to 2.8% in April, down from 3.3% in March
• The UK agreement with the Gulf Cooperation Council is estimated to add £3.7m to the economy and remove £580m in tariffs per year
• Prime Minister Keir

By Natalie Kempster, Chief Client Officer at Purposeful Group

Most people approach retirement with the same question quietly sitting in the back of their mind: will I have enough? It’s a question that often gets answered with a shrug, a rough mental sum, or a hopeful “I think I’ll be fine.” That’s not good enough, and it’s not what our clients deserve.

This is why

Roger Jackson is Director of Financial Planning and a Financial Planner at FMB.

Many of you will know Roger if you have joined us for any technical events online. You may not know, as well as his role at FMB, Roger is also on the board of our national governing body the Chartered Institute of Insurance and the Personal Finance Society. He began working at FMB fresh from

It was Global Intergenerational Week (24-30 April) - an annual campaign that promotes and celebrates intergenerational connection.

It’s a great opportunity for generations to come together and collaborate. With a massive wall of wealth set to pass between generations, starting conversations about the practicalities is a really healthy dialogue to open now. The upcoming

Dividend Tax rates rise from April 2026, affecting business owners and investors

• Ordinary and upper Dividend Tax rates rise by two percentage points
• Dividend Allowance remains £500 per tax year outside ISAs
• Reviewing your combination of salary, dividends and pension can improve efficiency

From April 2026, changes to Dividend Tax kick in. While most of the