Finance in the South West: Flagship Event Returns for 2018

Grow Exeter Finance

PKF Francis Clark is set to be hosting their annual flagship ‘Finance in the South West’ event for the sixth time, this year. Delegates at last year’s event described ‘Finance in the South West’ as “an excellent summary of the competitive funding landscape” and “really good, a successful regional event with an impressive line-up of keynote speakers”. More than a dozen sources of funding, covering grant, debt and equity, as well as business support agencies will be presenting this year. ‘Short and sharp’ presentations will allow delegates to initially assess which funding stream or funder best matches their requirements. PKF […]

Self Assessment Tax Returns – Five Things You Need to Know

PKF Francis Clark is encouraging clients to deal with their tax returns imminently, ahead of the looming 31 January deadline. With the countdown in full swing and the deadline for submitting paper returns now in the past, the only option left is to complete your return online, and PKF Francis Clark is warning that if it is your first time filling in a Self Assessment Return, it could take up to 20 working days to obtain the information needed from HMRC. Recent figures show that more than 10,000 tax returns were submitted online in total over Christmas Day and Boxing […]

Tax Specialists Firm Aiming For ‘Best Companies to Work For’ Lists

A Nottingham-based firm of tax experts, DSR Tax Claims, spoke of their ambition to reach the 2018 list of best companies to work for. Speaking out as Consultancy UK, amongst other organisations, release their lists of the best companies to work for in this past year, tax expert and founder of DSR Tax Claims David Redfern expressed his desire for his company of tax preparation specialists to join those lists next year and explained why the firm of tax preparation specialists were already on their way. As 2017 draws to a close, Redfern expressed his delight at the successes his […]

South West Overlooked in the Budget Spending Spree

In the aftermath of the Autumn Budget, Top 30 advisory firm Bishop Fleming is calling on the government to give more attention to the South West in its infrastructure investment and tax incentive programmes. The firm, which delivers accounting, tax, corporate restructuring and advisory services to businesses and private wealth advice to individuals, states that whilst new money and general measures announced in the Budget are welcome and will have some positive impacts on the region, more could have been done specifically for the South West in the pronouncements. The Autumn Budget included investment in new housing and technology, cuts […]

Alison Watts Appointed to Lead Corporate Finance at Thomas Westcott

Top 50 accountancy and business advisory practice Thomas Westcott Chartered Accountants has appointed experienced Alison Watts to head its newly-launched corporate finance service. Alison joins as Director of Corporate Finance after spending 20 years successfully building a team and similar service offering at a firm of accountants in the North of England. Thomas Westcott has grown significantly in recent years and is now recognised as one of the UK’s leading mid-tier accountancy and business advisory practices. However, whilst it provides almost all the services you would expect from a firm its size, until now it has never had a specialist […]

PKF Francis Clark Supports Christmas Macmillan at Eden

PKF Francis Clark in Truro, was delighted to be a sponsor of the recent Macmillan Christmas Fair held at the Eden Project earlier this month. The event raised a record-breaking £64,000. The money will go towards directly supporting Cornwall’s cancer patients. The famous biomes at Eden were turned Macmillan Green for the duration of the Fair and played host to one of the county’s most vibrant and popular Christmas events. Visitors enjoyed a huge range of festive stalls offering gifts, home accessories, stocking fillers, clothing and jewellery. There was also a wonderful array of local food producers and suppliers. Tom […]

Let’s Talk Finance – Shaun Elliott

Start Up to Scale Up. Raising Venture Capital Written by Shaun Elliott   When it comes to raising capital, entrepreneurs and business owners have more choice than ever before. From traditional business loans or asset and invoice finance, to angel investors and crowdfunding, there are many different options. However, not all of them will be appropriate for all businesses and you need to make sure you are making the right choice for your venture.   What is the best way to borrow money for your business? Which options are best avoided? And how do you ensure that you are investment […]

KEY APPOINTMENTS AT ‘FRANCIS CLARK FINANCIAL PLANNING’

One of the most respected financial planning businesses in the South West has further strengthened its team with two key appointments at its Exeter office. Chartered Financial Planner, Andy Hammond, joins the senior management team at Francis Clark Financial Planning (FCFP) from Nottingham-based solicitors, Nelsons, where he was Head of Investment Management. Andy specialises in managing corporate client relationships, particularly concerning the accumulation of tax-efficient funds for retirement and ensuring that business leaders and their families are protected. Matt Tonkin, a Para planner who previously worked with the Tilney Group, also joins the Exeter office boosting the firm’s technical services […]

6 Ways to Enjoy a More Comfortable Retirement

The difference between people who enjoy a successful retirement and those who don’t is whether they sufficiently plan for it. Now’s the ideal time to address the gaps in your retirement planning using these six steps: 1. First, consider what retirement means to you: ● When will it be? ● Will you retire gradually or just stop? ● What will your ideal life look like? ● What strikes you about others who have retired? 2. Second, assess your current financial position. 3. Third, think how your financial future is likely to look based on your current position and allowing for […]

Charles Stanley’s Exeter Office Marks 10-year Milestone

Wealth manager Charles Stanley is celebrating a successful first decade in Exeter, with total funds managed by the branch rising to over £700m for the first time. The firm, which can trace its history back to 1792, established a presence in the city with the acquisition of the Exeter office of Gerrard in 2007. The office is still based in Broadwalk House, Southernhay West. Staff celebrated the 10th anniversary by hosting events for clients and intermediaries at the Deer Park Hotel, near Honiton, on Tuesday, September 19. The guest speaker was John Redwood, Charles Stanley’s chief global strategist. Exeter has […]