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...
It is important that profit extraction strategies for owner-managed companies are reviewed on a regular basis to take in to account changes in circumstances and in tax rates and rules, writes Pearson May partner David Richards. The advent of a new tax year is often an opportune moment to review one’s tax affairs...
More than 400 South West business figures were entertained with anecdotes about Radio 2 listeners and humorous stories from life as a journalist by broadcaster Jeremy Vine at the annual ICAEW West of England annual dinner. The event, one of the most popular in the region’s business calendar, attracts leaders from the accountancy and professional...
Regional accountancy firm Bishop Fleming has appointed John Talbot as an audit director in its fast-growing Bath office. John, pictured, a chartered accountant with more than 17 years of audit experience, joins from rival BDO. He is experienced in dealing with a wide range of corporate sectors, including manufacturing, IT, professional services and leisure...
Bath-based chartered accountancy firm Richardson Swift has teamed up with city-based independent financial advisors Fidelius Group to host an exclusive networking evening at Bath Cricket Club next week. The invitation-only event on Wednesday, May 10, will bring together like-minded clients and professionals and will feature a quick-fire question-and-answer session with a panel of experts...
A major conference in June will bring together the West of England’s political and business leaders as it faces a period of unprecedented change following the Metro Mayor and national Parliamentary elections. The West of England Economic Growth Conference on June 23 will offer delegates the first opportunity to discuss the region’s economic future...
Bath-based specialist lending group 1pm has hit the acquisition trail again – snapping up an independent funder of hard assets as it continues its fast-paced growth. 1pm is paying £2.3m for Warwickshire-based Bell Finance, which has been lending to firms in the construction and manufacturing sectors mainly against business-critical equipment such as plant, machinery...
Chase de Vere, the national firm of independent financial advisers with an office in Bath, has formed a partnership with Inspire – the trading name of the Wessex Chamber of Commerce – to offer employee benefits advice to members. It will also supply personal independent financial advice to business owners, senior executives and management...
Each week Bath Business News and Pearson May bring you the top national finance stories. Managing cashflow for small businesses Think of cashflow as a balancing act to get your house in order. Read the full story here Completing your auto-enrolment duties Important procedures for completing your auto-enrolment duties. Read the full story here...
