News & Blog

  • We are delighted to share the exciting news that our Director of Financial Planning, Roger Jackson, has been appointed as a Non-Executive Director of the Personal Finance Society (PFS).

    Roger’s appointment to the PFS Board comes 18 months after he joined the Board of the Chartered Insurance Institute (CII), which is the parent organisation of the PFS. In December, he was

  • Hearing loss is more than a nuisance - it’s been termed a public health concern, and it affects over 466 million people worldwide.

    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.

    What is hearing loss?

    There

  • 03 November 2025

    October News In Review

    By FMB

    • UK inflation holds steady at 3.8%, with food prices easing for the first time since May 2024
    • Inheritance Tax receipts climb again, with forecasts suggesting record highs by the end of the decade
    • Consumer confidence rises slightly as shoppers prepare for Black Friday and await the Chancellor’s upcoming Budget

    “The Chancellor must use the upcoming Budget to tackle

  • 14 July 2025

    Year 10 Work Experience Week 2025

    By FMB

    Yr10 Work Experience Week:

    Monday - On the first day of my 5-day work experience week I went through the company introduction, this included a site tour and housekeeping which was the foundation to helping me get through the week as smoothy as possible. Next was the health and safety presentation with Ruth and included a health and safety presentation and a cyber-Security

  • US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town”– and that sheriff’s policies are already having far-reaching  consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful

  • 26 March 2025

    FMB Guide to the Spring Statement

    By FMB

    Following on from the most significant Autumn Budget Statement in years, Rachel Reeves has returned to the dispatch box this week to announce her plans for the next six months.

    Typically, the Spring Statement has not been a "budget", it usually serves as an update in light of economic forecasts. However, given the news that the economy has slightly contracted the

  • 01 November 2024

    Our Guide to the Autumn Budget 2024

    By FMB

    On Wednesday 30th October, Rachel Reeves, the Chancellor of the Exchequer, addressed the Commons to deliver the Autumn Budget 2024.

    In our comprehensive guide we analyse the key tax changes and outline the practical implications for you, your family and your business.

    For your copy, please just click on the download button below.

  • 18 September 2024

    Beware Shoulder Surfing

    By FMB

    Now manufacturers and software developers find more ways to make our mobile devices secure with biometrics and multi factor authentication, inevitably fraudsters are looking to human error to let them in.

    The value is not really in your phone, it is in cracking the apps on there to access your financial information.

    Sadly watching over your shoulder as you type in your

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