Money Matters

Two manager appointments lend strength to Aldermore in the region

January 19, 2017
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Two manager appointments lend strength to Aldermore in the region

Specialist lender Aldermore has made two senior appointments to its growing South West and South Wales team. Jamie Cullen, who takes up the post of field-based residential relationship manager, has 12 years’ experience in financial services with NatWest and TSB, where he worked as a bank manager and area manager for mortgages. More recently,...

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Hope for the best but plan for the worst, Swindon businesses warned after May’s Brexit speech

January 18, 2017
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Hope for the best but plan for the worst, Swindon businesses warned after May’s Brexit speech

Swindon firms should hope for the best but plan for the worst, according to the region’s largest business organisation following Prime Minister Theresa May’s speech yesterday outlining her plans for Brexit. Business West, which runs the Swindon & Wiltshire Initiative, said while the landmark speech gave some clarity to the government’s intentions over leaving the European Union,...

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New partner for Morris Owen as firm looks for more growth

January 11, 2017
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New partner for Morris Owen as firm looks for more growth

Swindon accountancy firm Morris Owen has appointed Dave Marshall as a partner – increasing its partner numbers to five. Dave, pictured, took up his new role with effect from January 1. He joined the firm in 2004 as an accounts trainee and qualified as a chartered accountant five years later. He has spent the...

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Second merger in two months for Monahans as it looks to extend further into South West

January 9, 2017
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Second merger in two months for Monahans as it looks to extend further into South West

Regional accountancy firm Monahans, which has a large office in Swindon, has extended its reach further into the South West by merging with a long-established Somerset firm. Taunton-based BJ DixonWalsh’s three partners and 25 staff have joined Monahans, which also has offices in Chippenham, Bath, Frome, Glastonbury and Trowbridge. The move follows November’s merger with...

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Sale of top London design agency signed off by Swindon legal and finance experts

January 6, 2017
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Sale of top London design agency signed off by Swindon legal and finance experts

Swindon legal and financial expertise has helped secure the sale of an award-winning London-based signage and design firm to an internationally renowned design and architecture brand.  Partners from the Swindon office of leading commercial law firm Thrings advised The Holmes Wood Consultancy on its acquisition by the Benoy Group while corporate finance specialists at...

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Swindon accountants urge firms to get ready now for government’s far-reaching tax changes

January 5, 2017
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Swindon accountants urge firms to get ready now for government’s far-reaching tax changes

Firms should prepare now for sweeping taxation system changes that will be introduced under the government’s Making Tax Digital (MTD) programme, a Swindon-based accountancy firm is warning. Jon Lacey, pictured, accounts director with Regulatory Accounting, says although some of the far-reaching implementation plans have been put back, the sooner businesses get to grips with...

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Confidence rebounds among West firms as weak pound encourages overseas trade

January 3, 2017
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Confidence rebounds among West firms as weak pound encourages overseas trade

Confidence among South West businesses has surged as the fall in sterling opens up new export opportunities, according to a new survey. The bounce back in optimism in the region – the second strongest across the UK – is in marked contrast to the position last September when South West firms, along with those based in London,...

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Increase in R&D tax relief claims – but many firms are still missing out on vital funding for innovation

December 29, 2016
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Increase in R&D tax relief claims – but many firms are still missing out on vital funding for innovation

More firms across the South West are unlocking growth funding by claiming research and development (R&D) tax relief, according to new figures. But the region still lags many other parts of the UK in accessing what is widely viewed as a key way of boosting innovation. Latest figures from HMRC show claims for R&D tax...

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Top spot in prestigious national list for financial planning firm

December 29, 2016
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Top spot in prestigious national list for financial planning firm

Financial planning firm Lexington Wealth Management is celebrating being named among the top 100 in the UK. The firm, based at Lydiard Millicent, has appeared on New Model Adviser magazine’s Top 100 financial planning firms list for 2016. Managing director Warren Shute is delighted to be included in such a prestigious list. “This is...

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Royal accolade for RSM accounts assistant’s support for Duke of Edinburgh’s Award charity

November 30, 2016
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Royal accolade for RSM accounts assistant’s support for Duke of Edinburgh’s Award charity

Jack Townsend, an accounts assistant in national accountancy firm RSM’s Swindon office, has gained royal recognition for his support of the Duke of Edinburgh’s Award charity. Jack was presented with a special pin and certificate from HRH The Earl of Wessex during a business breakfast at RSM’s London office to mark the charity’s diamond...

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