Today’s Queen’s Speech, at the state opening of Parliament today, has brought the Pensions Dashboard closer and unveiled a number of other measures.
Read more ...Financial Planner expands in Belfast with 3 new hires
- Monday, 14 October 2019
- Articles
Financial Planner and wealth manager Tilney has made three new hires in Northern Ireland.
Read more ...FCA outlines latest ‘no-deal’ Brexit expectations
- Monday, 14 October 2019
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The FCA has issued an update on steps certain firms need to take in the event of the UK leaving the EU without a deal, on Prime Minister Boris Johnson’s preferred date of 31 October.
Read more ...Chancellor plans to unveil Budget on 6 November
- Monday, 14 October 2019
- Articles
Chancellor Sajid Javid will unveil a Budget on 6 November, a few days after the UK is due to leave the European Union.
Read more ...Blick Rothenberg makes new acquisition
- Monday, 14 October 2019
- Articles
Blick Rothenberg, which alongside its accounting and tax services has a pensions planning and advisory arm, has made a new acquisition.
The purchase of Rees Pollock, a practice focusing on advising owner managed businesses with a particular expertise in businesses regulated by the FCA, was revealed by Blick Rothenberg last week.
John Connolly, executive chairman of CogitalGroup, of which Blick Rothenberg is a division, said: “I am delighted to welcome our new colleagues into our group.
“Rees Pollock’s team and client base complements Blick Rothenberg’s depth of experience in tax and international business.
“The acquisition builds on Blick Rothenberg’s ability to support owner managed businesses particularly those that are regulated by the Financial Conduct Authority.
“This acquisition is part of Cogital’s growth strategy and is another step forward in our plans to build a technology driven international business services group strengthening our presence in the entrepreneurial business sector.”
Nilesh Shah, CEO of Blick Rothenberg said: “We are delighted to have acquired Rees Pollock.
“They have an outstanding reputation in their field and are a perfect fit for us.
“It is another step in our ambition to continue to build a high quality business focusing on domestic and international entrepreneurial businesses and their owners.”
Simon Rees, senior partner of Rees Pollock, said: “We are extremely pleased to be joining Blick Rothenberg.
“We both share a common culture and take pride in the services we provide to our clients.
“The Blick Rothenberg team and the wider CogitalGroup, with their investment in technology, will broaden the range of services we can offer to our clients both in the UK and internationally.”
The value of the acquisition was not revealed.
Labour govt could mean ‘dramatic’ tax changes - planning firm
- Friday, 11 October 2019
- Articles
Blick Rothenberg, which alongside its accounting and tax services has a pensions planning and advisory arm, has warned a Labour government would lead to “dramatic changes” in taxation.
Read more ...Financial Planners brave mud and rain for good causes
- Friday, 11 October 2019
- Articles
Two sporty Financial Planners from Derbyshire-based Belmayne tackled a multi-terrain 10km trial race at the weekend to raise funds for the firm’s charitable foundation.
Read more ...PFS recognises nearly 500 new graduates aged 24 to 69
- Friday, 11 October 2019
- Articles
Nearly 500 financial advisers aged 24 up to 69 were due to receive their graduation certificates in London today in a graduation ceremony the PFS said reflected the changing composition of the financial advice profession.
Read more ...The FCA fines City broker £15.4m for management failures
- Friday, 11 October 2019
- Articles
The Financial Conduct Authority has fined leading City broker Tullett Prebon (Europe) Limited £15.4m for failing to conduct its business with “due skill, care and diligence.”
Read more ...Wealth manager buys third London Financial Planner
- Thursday, 10 October 2019
- Articles
Expanding wealth manager The Private Office (TPO) has acquired John Lamb Wealth Management, a well known firm of Chartered Financial Planners in London.
Read more ...