Bath-based Epoch Wealth Management has been awarded the title Adviser of the Year 2014 for the South West region by respected industry magazine New Model Adviser. Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London. This followed an extensive vetting process...
Health and social care consultancy Finnamore, which has an office near Bath, has been acquired by GE Healthcare, part of the global GE group. Under the deal, financial details of which have not been released, GE Healthcare’s UK consultancy arm, formerly Performance Solutions UK, becomes GE Healthcare Finnamore. Joint staffing has reached 70, many...
The Bath office of West accountants Bishop Fleming has appointed a record number of trainees. The six join shortly after the firm gained the title of Britain’s fourth best accountancy employer. Iain Parnell and Joshua Goode have been appointed as graduate trainees for the three-year qualification as chartered accountants. School leavers Mem Bradley and...
Bath-based Novia Financial Holdings has sold its Novia Investment Services joint venture to partner Aegon UK, part of one of the world’s largest life insurance and pensions groups. The deal, for an undisclosed sum and subject to regulatory approval, means development work on Aegon’s website Aegon Retirement Choices will be taken in-house. Novia Investment Services...
West accountancy firm Monahans is to stage a webinar dedicated to examining the finer details of Chancellor George Osborne’s recent Autumn Statement. The webinar will be broadcast live on Thursday January 16 at 12:30pm, allowing participants to interact directly with Monahans corporate tax partner Dominic Bourquin, pictured, and ask him questions. The free, 15-minute...
Inflation remains a concern for West businesses despite November’s small decrease, according to the region’s largest business organisation. The annual rate of inflation dropped from 2.2% to 2.1% last month as falls in the cost of food, gas and electricity prices took effect. But Phil Smith, pictured, managing director of Business West, which runs...
Business confidence is running at its highest level for more than three years as the recovery gathers pace and firms put austerity behind them at last. Manufacturers in particular are upbeat about their prospects going into the new year, according to the latest Business Trends report by accountants BDO. Optimism among manufacturers, driven by...
Ideas on the best way to create sustainable jobs and growth across the West of England are being invited from Bath firms. The Local Enterprise Partnership (LEP) today launches a six-week public consultation on its Strategic Economic Plan (SEP) – a blueprint for growth over the next six years. The Government has challenged England’s...
Shares in 1pm, the Bath-based specialist funder, climbed strongly today after it said it is on target to achieve significant revenue and profits growth. In a trading statement to the London Stock Exchange, the AIM market-listed firm also said it continued to enjoy strong demand, writing more than £5m of new business during the first...
Duncan Parkes, head of compliance at West accountants and financial planners Old Mill, has been named Protection Planner of the Year by the Financial Times’ Money Management magazine. Duncan had to go through a rigorous judging process to win the title, including providing a solution to a real-life financial problem set by industry experts....
