IBC Members

I have been working in the financial services profession since 1988 and have held a variety of roles dealing with pensions, investments, and personal insurance.

I enjoy my chosen career and helping you understand the benefits of financial planning and getting the best from your money.

I can help you invest in ways that have a positive impact on the environment, help improve social equality and use influence at board level to encourage companies to be more responsible, without compromising on investment performance.

It is important that your portfolio is reviewed on a regular basis to ensure that your investments remain appropriate and are still on track to achieve your objectives and that you are kept you up to date with events and legislation which may affect you. A large part of our service to you is designed to help you achieve this. I am always there for my clients when needed, even weekends and bank holidays.

I believe in helping to simplify the jargon associated with my industry and can discuss financial matters using straightforward explanations. However, I am also more than happy to discuss personal insurance, investments, and pensions on a more technical level as and when required.

There is no cost for our initial meeting as I seek to understand your requirements and then help you solve the financial problems and issues you face as you plan for a better financial future. It also gives you time to ask any questions regarding process etc.

If you have any questions or would like to book an appointment, please feel free to call me direct on 07768 603004. Alternatively, you can email me at david@themedicalpartnership.com.

At Stowe, family law is all we do making us the UK’s largest specialist family law firm. Based at the Bristol office, I advise and represent clients in all aspects of family law with specialisms in the following areas:

• Children issues
• Civil partnerships
• Cohabiting couples
• Divorce
• Domestic abuse
• Financial settlements

I also represent clients in the Family Court, when an agreement about arrangements for children has not been reached.

As a member of Resolution, an organisation committed to a non-confrontational resolve to divorce and family problems, I work with my clients to find solutions that consider the needs of the whole family and in particular any children.

Divorce, separation and relationship breakdown can be a very emotional time and my approach is to listen, support and guide my clients throughout the process to ensure they get a result that is right for them.

My work does not stop at family law, I spend time networking to help build relationships with other Bristol professionals including independent financial advisors, counsellors and divorce coaches to offer a holistic approach to my clients.

I support the legal sector in Bristol and through my position as the Chair of Bristol Junior Lawyers Division, I assist law students, trainees and junior solicitors at a critical stage in their careers.

My name is Steve Jones and I am an independent personal Travel Counsellor. I have been in the travel industry for over 25 years. Being an independent agent I offer flexibility, as I have access to many tour operators; I can offer you a full spectrum of holidays and services which includes:

• European & Worldwide Flight Only – Scheduled, Chartered, Low Cost
• Accommodation Only – Hotels & Apartments Worldwide
• European & Worldwide Packages
• Skiing/Snowboarding
• Cruises
• Tailormade Itineraries
• City Breaks
• Weddings and Honeymoons
• Sports Tours
• Activity Holidays
• Car Hire

Phillips Planning and Development (PPDL) was established in 2004 as an independent town planning and development consultancy providing professional advice to a wide range of clients including homeowners, landowners, house builders / developers, numerous business and commercial organisations.

The company has also branched out into providing specialist advice on rural matters for the farming community and horticultural businesses. PPDL also has considerable experience in leisure developments, equestrian schemes and renewable energy projects.

John has over 20 years experience both in the public and private sectors together with extensive experience of the house building industry and was latterly a director of a national planning and property company.

The practice offers impartial professional planning and development advice to provide a first class service at reasonable cost, and to ensure that each client is treated equally whether it is a small or large project. Our belief is to “get it right firsttime” which always requires a detailed site visit and a clear understanding of our clients aspirations from the outset.

The company has expanded with new offices in Nailsea and can now also offer in house architectural advice. Our expertise is primarily within Southern England and South Wales but more specifically within a 75 mile radius of Bristol.

Whether you need a fresh brand, a new website, or a complete refresh of your online presence, we can help you present the right image to potential clients as well as existing customers.

We can ensure that your website stands out, gets noticed, and converts visitors into sales. We can also advise you on website security, and make sure your website is working harder with SEO and pay-per-click marketing.

GWS was founded in 2000 and is a Bristol-based marketing agency. We have worked with clients throughout the South West including the University of Bristol and the National Composites Centre. We have clients around the UK and internationally including the South West Manufacturing Advisory Service, the CyBOK project, FICPI and Mensa International. Our specialisms include E-commerce, Member websites and App development.

We offer an hour’s free consultation and look forward to seeing you in our office in the city centre – we’re only an 15 minute walk from Temple Meads Station.

We’re a close-knit team of experts passionate about providing top-notch accountancy and tax services. Our tax specialists have collective knowledge and experience spanning both UK and US taxation, ensuring that we can guide you through the complexities of both systems. Our accountancy team have a huge breadth of experience assisting and advising businesses of all sizes, from multi-company groups to sole traders.

An experienced Chartered Accountant, Warwick Business School post graduate, David held senior finance and business development positions with UDT Industries, Anglo American Industrial Corporation, Ernst and Young and Solomon Hare before setting up DJR Associates in 1995.

DJR provides part time Finance Director and business consultancy support covering: strategic marketing and business development, financial management, management information systems, corporate finance, business funding and exit strategy services.

DJR are specialists in turnaround and transformation services for stressed businesses with cash flow and organisational difficulties, and members of Inst. for Turnaround.

David is a Government Approved SME based adviser and Growth Coach, Peer to Peer Business Lending Consultant, and a specialist in building long term business value.

I am an Appointed Representative of the WPA Healthcare Practice PLC. The Healthcare Practice is a wholly owned subsidiary of WPA, authorised and regulated by the Financial Conduct Authority. I only advise on WPA’s products and services, which provide access to the sort of healthcare that I want for myself and my family.

Whether you are an Individual, a Family, a Small Business, a Large Business or a Professional, WPA has a plan to suit a customer’s requirements.

The Healthcare Practice holds itself to the highest professional standards. As a Healthcare Partner I focus on the service I provide to my clients. I am trained first and foremost to listen and ask questions, so I truly understand the needs of my clients. To give the best advice. To never rush. To always act in my client’s best interest.

WPA is an award winning not-for-profit provident association, innovative, UK based private Health Insurance Company, with over 116 years’ experience. We have a range of health and dental insurance policies to suit the needs of individuals, families and companies from 2 employees.

Sanjeev Bakrania is a senior Utility Warehouse Partner, helping people in Bristol and Somerset save money on their utilities, and mentoring the next generation of UW Partners.

Utility Warehouse gives its customers the convenience of paying a single utility bill, typically combining gas supply, electricity supply and broadband Internet, to just one supplier. This is not just more convenient, it’s also generally cheaper than having several separate suppliers thanks to the economies of scale inherent in UW’s national bulk-buying power and consolidated administration.

There are some attractive special savings when you sign up with Sanjeev. He looks forward to helping not only IBC members but also their friends and colleagues manage their household bills more efficiently.

I help businesses, including small & micro companies, self employed and start-ups, secure the finance they require to grow their business. I work with customers, suppliers and professional advisors (accountants, consultants and business coaches).

Many of my customers are frustrated that their bank relationship has become remote and that the lending appetite is often absent. This may be so, but the bank is just one source of finance, and being BIG, they deliver very generic products that often don’t fit the requirements of the customer.

Therefore, just as smaller businesses succeed by being more flexible so too do smaller lenders. These products can be the perfect fit for any business but the challenge for both lender and customer is how to bring each other together.

The answer is through a broker who gets to know the customer and their challenges. In this way the broker can match the right product/solution to a unique problem. This can seldom be achieved by a telephone/online relationship, it’s essential to meet with the customer to gain a real understanding of the business; it’s especially in this area that the massive loss of relationship staff in the High St banks has made this so difficult over recent years.

By working closely with my customers I am their advocate to an underwriter, there will be no “tick box” underwriting, thus ensuring the best chance of a positive decision.

If you prefer a face to face service and to talk to the same person each time, then please give me a call. As well as financing all types of assets (vehicles, machinery, IT, office/shop fit outs & much more) I can also re-finance tangible assets, release cash from debtors to enable your business to grow and also provide unsecured loans to assist with paying tax, managing stock or for a simple cash injection into your business.

After 32 years with Barclays Asset Finance I know every business is different, that is why I still love the challenge of finding the right solution for each customer.

Barry is the MD of Rosetta Legal Services Ltd and has over 40 years legal experience primarily dealing with all aspects of debt and insolvency and has been described as “a master of getting blood out of a stone”. Barry is probably best known for being the lawyer who put the bailiff into Tesco following a dispute over contaminated fuel.

Having spent some 40 years chasing debtors it is not surprising that Barry has developed some unique skills when acting for them facing enforcement action including mortgage possession and bankruptcy. Barry is also an expert on annulling bankruptcies and dealing with the trustee’s costs.

Barry’s wider range of legal skills include advising on credit control procedure, terms and conditions, dealing with liquidations, creditors meetings and civil disputes.

If you have a problem of a legal nature then a quick word with Barry will ensure that you are heading in the right direction.

Jeremy is part of the team at PC Dial, whether you’re a business, self-employed or a home customer, we are on call to offer prompt & speedy repairs, security overhauls or simply advice. Think of us as your IT department without the expense or the ‘turn-it-off-and-on-again’ attitude. With over 19 years in the industry, whatever your issue, whatever your setup, we can help.

Malago focus on insurance for businesses and provide a local, personal, and attentive service. We are passionate about our independence and truly focus on getting the right deal for our clients. We arrange cover for businesses of all sizes – from sole traders to PLCs, and all trades including Manufacturers, Wholesalers, Professions, Property Owners, Contractors, Motor Trade, and anything that falls in between.

Jonathan is The Alternative Board’s facilitator for the Bristol North region. This means he is working with businesses in the centre of Bristol as well as businesses based in places around Bristol such as Kingswood, Almonsbury, Stoke Gifford, Yate and Chipping Sodbury.

Jonathan has over 30 years of business experience having spent the first 10 years as an accountant in public practice and the subsequent 20 years in the not for profit sector either as Finance Director or Chief Executive.

Jonathan’s career has always been about supporting and developing people and their businesses. Whilst his work in the not for profit sector was supporting people through the services that were provided by the organisations, it was invariably in an environment where the funds were maximised by ensuring that the activities were being run in the most efficient and effective possible way. This has been achieved though his expertise in investments, fund management, property development, property management, retail outlets and the provision of services.

Having been Chief Executive of organisations with between 4 and more than 200 people, Jonathan understands how to deliver success for organisations and the challenges that go with achieving this.

This International Development charity works globally in 28 countries to break the chains of leprosy and empowering people to attain healing, dignity and life in all its fullness. No one should suffer because of a curable disease.

Our aim is to bring an end to leprosy transmission as we support people living with the disease today and with scientific research for the future. Through this integrated approach we offer a springboard to better health, self-sufficiency and a new hope!

A key area of our work is providing training of vocational skills like tailoring, diesel mechanics, welding and IT to enable students to start their own business or obtain employment. Thus breaking the hold of poverty and providing new hope and a future integrated back into the community.

I’m Ruth, and I help busy small business owners who aren’t ready to outsource their marketing (especially the solopreneurs and companies of one who are spinning all the plates themselves) so that they can get social media working for them, without burning out. Social media shouldn’t suck the life out of you, so I guide clients through the social media ‘techy jungle’ and boost their confidence about what they ‘should’ post strategically and how to go about it practically.

I specialise in Facebook, Instagram (and even Pinterest!) marketing.

I offer online and in-person training via 1-2-1 coaching sessions (such as Half-Day Intensives, or multi-session short courses), as well as group workshops. For example, my classes cover hands-on topics from “Design with Canva for Beginners” to “Instagram Reels for Small Businesses”, supporting clients with knowhow and to be more productive… all to get real results on social media.

I also offer a signature ‘Social Media Co-Pilot’ service – live, pay-as-you-go hourly support (online or in-person in Bristol/Keynsham areas) – for those struggling to be consistent with social media marketing. Posting together, I’ll guide and advise you to help you keep your posts on track.

Whatever you’re looking to achieve, my friendly, down-to-earth coaching style means we cut through jargon and focus on what really works for your unique brand and audience.

Sharron Dore (Assoc. CIPD) is a key HR professional affiliated with Privilege HR, an award-winning outsourced HR consultancy supporting small and medium‑sized businesses across the UK. Privilege HR specialises in practical, cost‑effective people solutions—from Employment Law and HR documentation to recruitment, training, and bespoke people strategy services.

Drawing on over twenty years of HR leadership in sectors including manufacturing, retail, facilities, and the third sector, Sharron excels in bridging commercial insight with sensitive employee-focused support. She brings expertise in talent management, leadership development, performance and engagement improvement, whilst implementing bespoke people solutions to drive retention and cultural change.

An advocate for pragmatic, jargon‑free advice, Sharron embodies Privilege HR’s values: being highly visible, accessible, and delivering trusted HR solutions that align with business goals. Whether you need strategic direction or hands‑on support, a conversation with Sharron is a reliable first step toward getting your people strategy on track.

At Waggle Dance, we help Bristol businesses grow with joined-up thinking across Sales, Marketing, People, and Systems. We’re not just another consultancy—we’re your strategic growth partner, helping you build a business that’s not just busy, but profitable, sustainable, and less stressful to run.

Our name comes from the waggle dance that bees perform to share where the good stuff is. That’s what we do for our clients—we show you exactly where the untapped opportunities are in your business and help you reach them.

Whether you need a sales strategy that actually converts, marketing that delivers ROI, or systems that scale with you, we’ve got the tools, expertise, and straight-talking support to make it happen. We offer Deep Dive audits, coaching, implementation support, and our own CRM and automation platform—all designed for ambitious businesses ready to grow.

Based in Bristol. Built for business growth. Backed by action.