Financial Planning
Our coverage on Financial Planning delivers insights into how UK accountancy professionals support clients and firms in achieving long-term financial goals. Accountancy Today reports on tax-efficient strategies, succession planning, pensions, wealth management, and regulatory updates influencing financial advice. Tailored for accountants, partners, and firm leaders, our editorial explores how planning services are evolving — from compliance-led support to holistic, strategic advisory — helping firms add value and deepen client relationships.
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Jul- 2025 -9 JulyAccounting Firms
Manchester City Women names Evelyn Partners as wealth management partner
Evelyn Partners has been named as the official wealth management partner of Manchester City Women. Striker Khadija Shaw will become an ambassador for the financial services firm as part of the deal. The two organisations will also collaborate on two initiatives, Rethink Rehabilitation and Rethink Retirement, to support players in…
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1 JulyBusiness
Streets expands into NI following Fitpro Financial merger
Accountancy firm Streets has expanded into Northern Ireland following a merger with Fitpro Financial Limited. The deal, which took effect on 31 May 2025, sees Fitpro Financial become part of Streets, with the newly combined practice operating as Streets (Belfast) Limited. It marks the first time Streets has established a…
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Jun- 2025 -23 JunePractice
PM+M launches employee benefits service
PM+M has launched a new employee benefits service which aims to help businesses strengthen their employee benefits offering and improve the financial wellbeing of their teams. Developed by the firm’s financial planning team, the ‘Workplace Save and Protect’ service will address the growing challenge of attracting and retaining talent. The…
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13 JunePeople Moves
Greaves West and Ayre makes two partner promotions
Berwick-based firm, Greaves West and Ayre, has announced the promotions of Joseph Findlay and Matthew Taylor to partner roles, marking a joint milestone for the pair who joined in 2019. Findlay holds an integrated master’s degree in civil engineering from Heriot-Watt University and qualified as a chartered accountant with the…
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11 JuneBusiness
Albert Goodman revenues surge 11% in FY25
South West accountancy firm Albert Goodman has reported record-breaking FY25 results as it achieved 11% revenue growth in the last 12 months. The Taunton-headquartered firm, which started the year with the opening of its new premises in Yeovil, also received an uptick in new clients, with a 25% increase in…
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10 JuneFeatures
How Accounted is training the next generation of finance talent
Accounted Ltd. says it’s changing how accounting firms do business. Founded in 2021, this growing UK-based firm began by supporting small businesses with tailored financial services. But from the start, it set out to do something more and one of the ways it wants to leave a mark on the…
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May- 2025 -14 MayNews-In-Brief
Today’s news in brief – 14/5/2025
BHP has completed its relocation to Albert Works in Sheffield, consolidating its 190 local staff—previously spread across three buildings—into a single city-centre location. The move follows the firm’s sustained growth and includes the integration of its Translink Corporate Finance and BHP Financial Planning teams. Designed by local firm Blokka and…
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14 MayBusiness
BHP relocates Sheffield office
BHP has announced that the company has officially completed its move into its new Sheffield office at the Albert Works. As a result of its growth over recent years, the firm had become spread across three buildings on Clarkehouse Road. The move to Albert Works has enabled BHP to bring…
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13 MayPeople Moves
UHY Nottingham expands trainee programme with new grads
The Nottingham office of UHY has expanded its trainee programme through welcoming a new cohort of aspiring accountants to the team. Adding to the 14 trainees already at the firm within the audit, accounting and business services (ABS), and financial planning teams, the latest cohort consists of five graduates who have…
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12 MayFeatures
How AI is modernising procurement in 2025
Artificial intelligence has evolved from a futuristic concept to a transformative force revolutionising how organisations approach procurement worldwide. The technology offers unprecedented opportunities to enhance efficiency, reduce costs, and build more resilient supply chains. For accountancy professionals, this evolution presents opportunities to strengthen financial oversight and deliver more strategic value…
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