News

/News

Job Vacancy – Paraplanner/Client Manager

Bevan & Buckland Wealth Management Ltd is an exciting joint venture between Chartered Accountants Bevan & Buckland and Chartered Financial Planners, WPS Financial Group Ltd. Within this new venture there is a role for an experienced paraplanner/client manager to be the lead point of contact for our clients and to support the Directors of the [...]

2015-07-31T12:18:10+00:00July 31st, 2015|Categories: News|0 Comments

Where do the wealthiest 1% live?

From BBC News As the business and political elite met at the World Economic Forum in Davos this week, there was much talk of rising inequality, and many references to the "wealthiest 1%". The phrase conjures up images of billionaires living on private islands - but is that who the 1% really are? A report [...]

2015-01-28T12:55:28+00:00January 28th, 2015|Categories: Family, News, Planning, Property, Saving, Tax|0 Comments

Surge in employer fines for auto-enrol non-compliance

From Money Marketing The Pensions Regulator issued 166 penalty notices to firms breaking auto-enrolment regulations in the final quarter of 2014, an increase from just three fines in the previous quarter. TPR’s latest quarterly update on its investigations into auto-enrolment reveals it served 166 firms with £400 fixed penalties for failing to comply with an [...]

2015-01-28T12:37:57+00:00January 28th, 2015|Categories: News, Pensions, Planning|0 Comments

WPS FINANCIAL GROUP WELCOMES NEW PENSION CHANGES

The WPS Financial Group, one of Wales' biggest financial advisory groups, has welcomed new changes to pension rules, which make it easier and more tax-efficient to transfer pensions after death. The changes, announced by Chancellor George Osborn this week, are partly designed to make pensions even more attractive to savers on the basis they can [...]

WPS and Ospreys team up again

A LEADING WELSH PENSIONS AND INVESTMENT SPECIALIST HAS REAFFIRMED ITS COMMITMENT TO THE OSPREYS, AGREEING A NEW COMMERCIAL DEAL THAT WILL SEE ITS LOGO FEATURE ON THE PLAYING STRIP FOR 2014/15. The logo of WPS Financial Group, which employs 26 people across offices in Swansea and Cardiff and looks after 2,400 clients with over £247 [...]

SIP Wealth Management sponsors young soccer prospect

A local young footballer has thanked a local firm of independent financial advisers for helping him achieve his dream – of representing Wales. SIP Wealth Management, a specialist practice of Independent Financial Advisers with branches in Mumbles and Swansea, has sponsored Jesse Howes, a 16-year old student and promising footballer from Gowerton Comprehensive School, for [...]

2014-06-30T13:38:49+00:00June 4th, 2014|Categories: News, Uncategorized|Tags: , , , , , , , , , , |Comments Off on SIP Wealth Management sponsors young soccer prospect

SIP Wealth Management welcomes GDP growth

SIP Wealth Management, part of the WPS Financial Group, has welcomed the news that the UK economy grew by 1.9% during 2013 – the strongest increase since 2007, according to the Office of National Statistics (ONS). But the company also warns there is a long way still to go. Last year’s growth was stronger than [...]

2014-06-30T14:02:17+00:00January 28th, 2014|Categories: News, Uncategorized|Tags: |0 Comments

SIP Wealth Management warns on pension changes

SIP Wealth Management, the Swansea-based Chartered Financial Advisers that is part of the WPS Financial Group, has warned diligent pension savers to take action now to avoid being caught by changes to the lifetime allowance on pensions that could leave them with a hefty tax bill. From April 2014, the UK government is reducing the [...]

WPS Financial Group hires compliance director

WPS Financial Group, the group that owns Swansea-based Chartered Financial Advisers SIP Wealth Management, has hired a Compliance and Operations Director in a move designed to cement its position as one of Wales’ biggest and most successful financial advisory groups. Andrew Boyt has 33 years’ experience working in the wholesale financial services arena. He is [...]