Money Matters

Former Parliamentary adviser takes up business development role at Care Planning Services

January 19, 2017
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Former Parliamentary adviser takes up  business development role at Care Planning Services

Bath-based Care Planning Services has appointed lawyer and former Parliamentary adviser Sarah Clarke as business development manager. The firm was set up as a joint venture nearly three year ago by Stone King solicitors and Money Wise Independent Financial Advisers – both with offices in Bath – to provide joined-up legal and financial advice to help...

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Inspirational speakers lined up for second Royall Wealth Club meeting

January 13, 2017
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Inspirational speakers lined up for second Royall Wealth Club meeting

The Royall Wealth Club, the innovative West-based community of forward-thinking individuals, stages its second meeting later this month with a platform of inspirational speakers. The club, which covers Bath and Bristol, was launched last October with the intention of bringing together successful people from all walks of life to meet, share and develop their personal...

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Pearson May Financial Update: The tax benefits of giving to charity

December 2, 2016
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Pearson May Financial Update: The tax benefits of giving to charity

Whatever your reasons are for donating to charity, an added bonus can be the tax breaks that are available, says Pearson May partner Jacqui Bowden. Gift Aid Donating through Gift Aid means that charities can claim an extra 25p for every £1 you donate. Any donation you make under Gift Aid is deemed to...

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Coveted Financial Adviser of the Year title ‘highlight of career’ for Bath director

November 25, 2016
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Coveted Financial Adviser of the Year title ‘highlight of career’ for Bath director

Jonothan McColgan, director of Bath-based financial advisers Combined Financial Strategies, has been named Financial Adviser of the Year at the 2016 Growth Investor Awards after coming runner-up last year. The coveted awards, now in their second year, are staged by Intelligent Partnership, the UK’s leading curator of education and insights on alternative investments. Jonothan,...

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Glastonbury to trial tech-led Nationwide Building Society branch after banks quit town

November 24, 2016
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Glastonbury to trial tech-led Nationwide Building Society branch after banks quit town

Nationwide Building Society is to open a branch in Glastonbury, where the last bank closed earlier this year, to pilot new ways of using technology to give people access to financial services. Glastonbury, with a population of around 9,000 and a healthy tourist industry, has been without a traditional bank branch since Lloyds pulled...

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Autumn Statement 2016: Bath business reaction

November 23, 2016
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cash

Regional accountants Bishop Fleming, which has an office in Bath, said Philip Hammond’s first Autumn Statement was a clarion call to industry to be more productive and to make the UK ‘match fit’ for a bumpy Brexit ride ahead. It said the Chancellor’s first fiscal statement promised billions of government money for houses, roads,...

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Autumn Statement 2016: Business West reaction

November 23, 2016
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cash

Bath businesses will welcome Chancellor Philip Hammond’s focus on investment in the Autumn Statement, particularly in areas where growth pressures are highest, according to Business West, the organisation that runs Bath Chamber of Commerce. Phil Smith, pictured, managing director of the region’s largest business organisation, described the statement as “a sombre, not flashy, affair”...

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Autumn Statement 2016: Main points

November 23, 2016
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cash

Chancellor Philip Hammond his presented his first Autumn Statement: Here are the main points, as announced: Office for Budget Responsibility says growth this year will be 2.1%, 1.4% next year (down from 2.2%), 1.7% in 2018 (down from 2.1%), 2.1% in 2019/20 (down from 2.1%) and 2% in 2020/21, (down from 2.1%). As expected, the...

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Networking made simple at Bath Business Show

October 6, 2016
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Networking made simple at Bath Business Show

Brilliant networking opportunities will be on offer at Bath Business Show next Friday – the largest business event of its kind in the area. The show has now sold out for exhibitors and organisers expect to attract even than the 450 delegates who attended last year.  Taking place at The Guildhall between 10am and...

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Bath Business Blog: Donna Kehoe, regional agent, Bank of England. Take note – our new ‘plastic’ fiver arrives next week

September 9, 2016
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Bath Business Blog: Donna Kehoe, regional agent, Bank of England. Take note – our new ‘plastic’ fiver  arrives next week

By Donna Kehoe, the Bank of England’s agent for the South West of England. These days most of us are used to paying with ‘plastic’. And from next week that will be true even for some of the purchases we make with cash. On Tuesday a new £5 note featuring the image of former...

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