Member News

South West accountants and financial planning firm Old Mill is celebrating after meeting Standards International’s stringent financial planning standards for the third year in a row.

Old Mill, which has offices in Yeovil, Melksham, Exeter and Wells, has completed the certification programme for BS 8577 – the only best practice standard for financial advice and planning firms.

Read more: Old Mill praised for ‘strong client-centric culture and positive ethos’ following accreditation...

Koch Group and Company, LLP (Koch), accounting and tax advisors to numerous individuals and businesses in the New York metropolitan area, became a division of top 40 accounting and advisory firm Berdon LLP, effective July 1, 2017Stuart Koch, CPA, founding partner of Koch, brings with him a team of four partners and 20 professionals who will move into Berdon's midtown Manhattan office at 360 Madison Avenue.

Read more: Koch Group and Company Joins Berdon LLP Family

On Wednesday 31st May, ESV held its first Business Owners Event for 2017. Clients and guests had the pleasure of meeting and hearing from Australia’s first female Winter Olympic Gold Medallist, Alisa Camplin.

Although she eventually dominated the field of aerial skiing, Alisa’s first time seeing snow was at the age of 19, when she decided to learn how to ski. Alisa broke nearly every bone in her body as she climbed through the ranks and eight years later, at 27 years old, she brought home an Olympic Gold Medal in Freestyle Aerial Skiing. She achieved this all whilst building a global business career with corporate giant IBM.

Read more: ESV Hosts Business Owners Event with Olympic Gold Medallist

What better way to understand the value of teamwork than from a man whose team rallied around him in the crucible of war when an improvised explosive device (IED) nearly ended his life? Dan Nevins, motivational speaker and member of the Wounded Warrior Project related his deeply personal story before a gathering of more than 100 of Berdon LLP Partners, Principals, and Managers at a recent firm retreat at the Crystal Springs Resort in Hamburg, New Jersey. The Berdon event focused on the strategic pillars that the firm plans to build on to propel growth as it enters its second century of operations.

Read more: Berdon Teams Build Bikes for Children of Wounded Warriors

Mercer & Hole Chartered Accountants are delighted to announce that M&H Financial Planning have been shortlisted as a finalist in the Tax & Estate Planner of the Year category in the Investment Life & Pensions Moneyfacts Awards 2017.

The category for Tax and Estate Planner of the Year rewards the company who demonstrates an exceptionally high level of achievement within in tax and estate planning, whilst executing problem solving in a timely manner. To see who has been shortlisted for this category alongside M&H Financial Planning please click here.

Read more: M&H Financial Planning shortlisted for Tax & Estate Planner of the Year