You are here: » » The Purposeful Portal, getting started and making the most of the app

Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 22 October 2026, 10.00am - 11.00am

The Purposeful Portal, getting started and making the most of the app

If you are new to the portal, or just need a refresher, this is a good opportunity to find out more. 

We will learn how to login, navigate and use all the available functions of the desktop and app version of the Purposeful Portal.

Join us for an online interactive session to discover how the portal works and why we recommend using it.

Book your place, just e-mail Ruth for the meeting link.

Check out our complete list of forthcoming events.

Give us a call

Kendal: 01539 725855 Cockermouth: 01900 510179
Contact UsMeet Our Team
© FMB 2017 - 2026. All rights reserved.
Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Site Website design, website development and software development by The Creative Branch

Top