Aegis for Accountants

Aegis for Accountants

We at Aegis have partnered with accountants for many years delivering high quality financial services to practice owners and their clients.

Cost of Living Crisis – Putting Life on hold 07/09/2022

Cost of Living Crisis – Putting Life on hold
Welcome to our Guide to Family Protection. There are various complex risks in life that we all face, such as serious illness, an accident or death. What would happen if something were to happen to you?

Would your family be able to cope financially with the impact an unexpected event might have?

Millions of people across the UK fear that the long-term impact of today’s rising living costs could see their life goals delayed or even missed altogether, according to new research[1]. Almost two-thirds (64%), the equivalent of 33 million people across the country, are concerned about the future due to the current state of their finances.

Cost of Living Crisis – Putting Life on hold Welcome to our Guide to Family Protection. There are various complex risks in life that we all face, such as serious illness, an accident or death. What would happen if something were to happen to you? Would your family be able to cope financially with the impact an unexpected event might have? Mill...

Aegis Financial Planning Limited posted on LinkedIn 02/07/2020

REVIEW OF THE PAST QUARTER: Financial markets recovered strongly after the sell-off in the first quarter of 2020. The recovery was led by US and emerging markets equities, but most asset classes produced strong returns after central banks and governments around the world stepped in to calm financial markets and provide financial support to businesses and workers unable to earn due to state sanctioned shutdowns.

https://www.linkedin.com/feed/update/urn:li:activity:6684419744549871616

Aegis Financial Planning Limited posted on LinkedIn REVIEW OF THE PAST QUARTER: Financial markets recovered strongly after the sell-off in the first quarter of 2020. The recovery was led by US and emerging...

03/06/2020

FOCUS ON LONG-TERM HORIZONS
TIME IN THE MARKET, NOT TIMING THE MARKET During this difficult time, fear and worry are understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis of 1987. Trying to second-guess the impact of events such as the coronavirus or the recent stock market volatility – or even attempting to make a bet on them – rarely pays off. Instead, investors who focus on long-term horizons – at least five to ten years – have historically fared much better.

IT’S LIKELY THAT THE CORONAVIRUS WILL CONTINUE TO HAVE AN IMPACT ON MARKETS OVER THE COMING MONTHS AND EVEN YEARS

LIFE’S FULL OF SURPRISES Whatever your level of confidence, we could help you make better-informed investment decisions. If you would like to find out more or require any further information, please contact us.

01/06/2020

We at Aegis have partnered with accountants for many years delivering high quality financial services to practice owners and their clients. The Aegis Partner Programme has been developed with accountants to ensure that we have all of the services that could be of use to your clients. We understand the pressures on practice finances as costs increase, pressure on compliance fees, and historic revenues from other areas such as tax planning have declined. Practices have used the recurring revenue we generate to fund all manner of activities such as funding additional staff members, new systems, marketing, new offices or the refurbishment of existing premises. This income can also be seen as the equivalent of gaining the income from a new client without having to undertake any compliance work.

28/05/2020

FOR ALL ACCOUNTANTS - BOOST YOUR INCOME
Designed by Accountants for Accountants, the Aegis Partner Programme creates substantial income streams for accountancy practices across the country, increasing the value of your practice and enabling you to participate in the value of ours.

We at Aegis have partnered with accountants for many years delivering high quality financial services to practice owners and their clients. The Aegis Partner Programme has been developed with accountants to ensure that we have all of the services that could be of use to your clients. We understand the pressures on practice finances as costs increase, pressure on compliance fees, and historic revenues from other areas such as tax planning have declined. Practices have used the recurring revenue we generate to fund all manner of activities such as funding additional staff members, new systems, marketing, new offices or the refurbishment of existing premises. This income can also be seen as the equivalent of gaining the income from a new client without having to undertake any compliance work.

Due to the partnerships across the country we have been able to refine and hone our proposition to ensure that it meets the needs of clients and benefits practice owners.

It is our latest initiative aimed at adding more revenue streams to the substantial ongoing income for practices, which in turn increases your practice value. In addition to this we are offering a part of our practice value based on introductions. As we are valued in the same way as accountants, based on a multiple of our recurring fee income, our introducing partners will receive part of our capital value in the event of our sale.

In addition to the income we generate we also add further value in less tangible ways substantial such as CPD, marketing, seminars and business coaching.

For more information, or to arrange an initial exploratory meeting contact us at:
[email protected] or call us on 0845 5610102