Midlands-based wealth management experts Smith Cooper Independent Financial Services (SCIFS) celebrate as long-term employee Jason Million qualifies as a Chartered Financial Planner and becomes the company’s fifth client-facing adviser to achieve chartered status.
With nearly a decade of experience in financial services, Jason Million has been designing and delivering tailored financial solutio
The pandemic stimulated a shift in financial priorities for many, and with that came the emergence of a new generation of financial planners, with more Millennials and Generation Z (Gen Zs) seeking financial advice than ever before.
So, who are the new planners, and what’s changed?
Millennials are largely defined as anyone born between 1981 and 1996, whilst Gen Z are those born between 1997
Independent Financial Adviser (IFA) and member of the Smith Cooper group, Smith Cooper Independent Financial Solutions (SCIFS) has further strengthened its team, welcoming graduates Aman Matharu and George Brandist to the firm as Financial Planning Analysts.
Both Aman and George join the firm from Coventry University, where they completed degrees in Accounting & Finance, and Finance respec
Leicester-headquartered Smith Cooper Independent Financial Services (SCIFS), independent financial solutions provider and member of the Smith Cooper group, has further enhanced their team of specialist financial advisors, welcoming Chartered Financial planner Mufaddal Travadi to the firm.
Mufaddal joins SCIFS from Hargreaves Lansdown, where he has spent over 8 years as a financial advisor, prov
In 2018, HMRC yielded £5.2 billion of taxpayer’s money from Inheritance Tax (IHT) alone - a staggering £400 million more than the year before – and this figure is expected to rise to £6.5 billion this year.
PKF Smith Cooper is one of the Midlands' most progressive firms of accountants and business advisors, and we are constantly looking for ways to help you improve processes, reduce costs and become more profitable.
We offer a holistic range of services, delivered by our highly experienced and well trained team of experts, many of which have big 4 backgrounds. These dedicated experts are able to offer you solutions and services designed specifically for your organisation to make a real difference.
Prospect House, 1 Prospect Place, Millennium Way
DE24 8HG Derby
United Kingdom