Bath business leaders are invited to put their questions to a panel of experts at an Economic Question Time led by highly-acclaimed economist and public speaker Mark Berrisford-Smith. The breakfast event, hosted by Bath law firm Royds Withy King, HSBC Bank and accountants Bishop Fleming, is taking place at Bath Racecourse on June 7...
Bath’s buoyant housing market, the impact of Brexit for investors and government plans to make tax digital were among the issues discussed by experts at an exclusive networking evening staged by chartered accountancy firm Richardson Swift and independent financial advisors Fidelius Group. Guests were treated to insights from a panel of experts drawn from...
Shares in 1pm, the Bath-based specialist lender, fell to their lowest level for more than three and a half years yesterday after it announced a £13m share issue to fund further acquisitions. 1pm, which has grown rapidly through a string of strategic takeovers, said £5.25m of the new funding would pay for its cash...
Bath-based Epoch Wealth Management has been shortlisted for a prestigious national finance industry award for the second year running. Epoch is one of only eight finalists competing for the title Adviser Firm of the Year at the Money Marketing Awards 2017. The awards recognise the leading firms in the financial services industry and the...
Bath employers are being warned to urgently review their payroll practices following a government tax raid on employee benefits. Since April 6 the government has clamped down on salary sacrifice schemes that reduce gross pay in exchange for benefits such as mobile phones, cars, gym memberships and school fees. Bath’s largest accountancy firm Bishop...
Simon Walshe, an independent financial adviser in Chase de Vere’s Bath office, has been shortlisted in the Young Retirement Planner of the Year category at the Retirement Planner Awards 2017. Simon, 30, pictured, joined Chase de Vere in 2009 after achieving a first-class degree in Business Administration from the University of Bath. He progressed...
A modern office building left vacant after its previous occupier went into liquidation has been sold to an independent financial advice firm, which will relocate from its base near Bristol. Integrated Financial Solutions has bought the long leasehold interest in Xchange House at Pickwick Park near Corsham and renamed it The Hayloft. The firm, formed...
Bath City Football Club’s Supporters Society has triumphed in its two-year battle to become the club’s majority shareholder. The move transforms Bath City into a long-hoped-for, community-owned football club following the success of the Supporters Society’s high-profile Big Bath City Bid campaign last year. The campaign, which was backed by many firms across Bath,...
Bath-based Epoch Wealth Management has strengthened its advice team with the appointment of experienced financial specialist James Butler and additional support staff. James has worked in financial services since 2008 and has managed both advisory and discretionary investment portfolios as well as advising high net worth and not-for-profit clients. He joins Epoch from London-based...
Regional accountancy firm Bishop Fleming has achieved Platinum Champion Partner status with Xero, the global leader in cloud-based accounting software. The firm, whose Bath office is the city’s largest accountancy practice, is now in the top 2% of Xero accountants. The Bishop Fleming team achieved the milestone as a result of significant growth in the number...
