News & Blog

  • 07 July 2023

    Pensions – what’s changing?

    By FMB

    During the Spring Budget the Chancellor announced several changes to pensions including increasing the Annual Allowance and the Money Purchase Annual Allowance. The changes, the most significant since pensions freedoms in 2015, have largely been met with positivity, bringing greater flexibility and opportunity.

    Some higher-paid workers faced additional tax bills as a

  • Although the global economy continues to face significant headwinds, statistics released during the first few months of this year have revealed unexpected signs of resilience. This has led economists to begin upgrading growth forecasts, while the World Economic Forum’s latest Chief Economists Outlook reported signs of ‘nascent optimism.’

    Growth stronger than expected

  • 27 June 2023

    The Wonders of Morecambe Bay!

    By FMB

    Overlooking the beautiful Arnside sunset we enjoyed an informative talk by Gemma Wren, an expert on the ecology of Morecambe Bay. The sailing club was the perfect venue for her talk about the seven wonders of the Bay and the big five animal attractions. Who needs a safari when you have all this on your doorstep; from Natterjack Toads to the tiniest of rare butterflies?

  • FMB has a good history of endeavouring to be a responsible business. When we were established in 1987, the purpose was to bring financial guidance to the local community in the small rural village where we began. The ethos was always to get good financial outcomes for our clients as they were our neighbours and friends. To thrive in a small community, you must be

  • 11 May 2023

    Our Chosen Charity for 2023

    By FMB

    Earlier in the year we asked the team to choose a local charity to support for 2023. From a shortlist of 5 very worthy local charities, we chose Springfield Domestic Abuse Support, a Kendal based charity.

    Springfield is a specialist organisation committed to delivering high quality support to victims and survivors of domestic abuse.

    Their services include:

    • Dedicated
  • Trybooking is a UK based ticketing platform to rival the US giant Eventbrite. You may have noticed we often use Trybooking to manage our FMB events. You may not know but the head office of Trybooking is in Kendal just around the corner from us and the MD Joan is a great source of knowledge for all the quirky and wonderful events going on in Cumbria you may not know about!

  • We are absolutely thrilled to be shortlisted in not one but FOUR categories at this year’s Professional Adviser Awards;

    Adviser Firm of the Year - North West

    This is an accolade we won at the 2020 Professional Adviser awards. To be shortlisted for the region out of so many firms is incredible and if we were to win the North West category, we would have a shot at the UK

  • 20 January 2023

    Supporting your children's future

    By FMB

    With the current generation of graduates typically leaving university with a mountain of debt, it is perhaps unsurprising that so many parents are now looking to ease the burden by investing on their children’s behalf.

    University challenge

    Government statistics show the average debt accumulated by a university student is currently around £45,000. Thankfully, graduates

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