News & Blog

In this section:

  • 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.

    The benefits of reducing sedentism and engaging in more physical activity are well-replicated. In a previous blog, I shared how aiming for 7,000 to 10,000 steps

  • A report from HSBC show that entrepreneurs are feeling optimistic despite an unpredictable economic landscape.

    • An HSBC report shows that entrepreneurs remain remarkably optimistic despite policy shifts, market volatility and trade disruption
    • Entrepreneurial optimism tends to translate into investment, innovation and job creation across the broader economy
  • 31 March 2026

    Wealth - In The News

    By FMB

    • 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
    • Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach £14bn by 2030

    Wealth milestones trigger

  • 31 March 2026

    March News in Review

    By FMB

    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 years
    • Last week the Chancellor announced a £2.5bn investment in AI, underlining the government’s focus on the tech sector
    • In
  • 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 – whether it’s rating a delivery, reviewing a restaurant, or sharing thoughts on a service. Across the Purposeful Group we are using

  • 31 March 2026

    Liz Beavis in 10 questions

    By FMB

    Liz Beavis is Managing Director and a Financial Planner at FMB. She is the daughter of founder Les Beavis. Many of you will know Liz as your planner or from events over the years. From golf days, Brough agricultural show, outdoor events, and our coffee mornings and fundraisers. Liz is one of our longest serving team members.

    1) How many years have you worked at FMB? I

  • 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 by the Alzheimer’s Society that helps increase understanding of dementia and encourages actions that support people living with the

  • 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 embracing non-linear career journeys by retraining, switching industries and taking extended breaks
    • As working lives become more fluid and
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