2021
PROSERVICES BUSINESS SERVICES / FINANCE / L AW / PROPERT Y
THE CITY
AT WORK
MEET THE PROFESSIONALS MAKING THE CITY BUZZ
EXCLUSIVE INSIGHTS INTO LOCAL BUSINESSES
HARBOUR FAMILY LAW
SPECIALIST FAMILY LAWYERS
Harbour Family Law is a niche family law practice that is committed to helping individuals achieve a dignified, respectful resolution to their separation, divorce or dissolution.
H “I could not fault the advice and support I received from Harbour Family Law. A difficult period of time in my life was definitely made easier for me. I would rate this company as nothing less than outstanding” For more testimonials visit us online: www.harbourfamilylaw.co.uk
We are specialist family solicitors based in Clifton in Bristol, Portishead and Clevedon and provide our clients with practical, timely and specialist legal advice, providing a supportive framework in which they can achieve an amicable, reasonable agreement which preserves relationships and protects any children of the family. Please telephone us to discuss your situation or e-mail confidentially: mail@harbourfamilylaw.co.uk
31 Regent Street, HEAD OFFICE Clifton, Bristol, BS8 4HR Tel: +44 (0) 117 3751780
Kestrel Court,Harbour Road, Portishead, BS20 7AN Tel: +44(0) 1275 285414
45 Hill Road, Clevedon, BS21 7PD Tel: +44(0) 1275 741202
SPONSORED CONTENT
M
WELCOME
eet the shining stars of Bristol’s professional services community, from creative directors to financial experts who help your wealth grow, and a myriad other professions in between. Work hard, play hard, so the mantra goes. But how do you make sure all your hard work pays off so you can buy the house of your dreams, send your children to the school of your choice and still enjoy the finer things in life? Talk to an expert, of course, and here we have a cross section of the city’s professionals, who can help you reap the rewards of your labour.
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EXPERT OPINION
n the back of the global pandemic, there is no doubt 2021 has created many challenges for employers and business owners, especially when it comes to your key asset, your employees. A motivated and engaged employee will help contribute to the success of a business and it is therefore essential you do everything possible to retain quality personnel. Engagement is essential - making your employees feel valued and appreciated will help them feel empowered and encourage them to contribute to the success of the business. Clearly, this has been difficult with many of us working fully or partially from home over the last 18 months, but with many now returning to offices, now is the time to ensure you are supporting your staff in another big adjustment into the ‘new norm’ of working life. So, how do you recruit the best people and retain your employees? A pay increase is an obvious approach and clearly a favourable option with employees. However, as time passes the value becomes the new norm and such increases are often quickly forgotten. Employees are showing increasingly more interest in their overall remuneration, including the value of additional employee benefits such employer pension contributions, share schemes, healthcare provision and protection in the event of death or ill health. Do you communicate to your employees the total value of their remuneration package? This is likely to be significantly more than their base salary and can help reinforce to employees the true value of the investment made by the business into them. Rewarding loyalty can also help retain staff. This can be in the form of monetary or gift awards, or increased annual leave after set periods of service. Simple and effective options could include a day’s annual leave on the employee’s birthday, or increased employer pension contributions/ benefit provision linked to service. Many business owners and HR professionals have already addressed the importance of the physical and mental wellbeing of employees, and the focus is now switching to financial wellbeing. Unsurprisingly post pandemic, financial wellbeing has become pivotal in helping address employee
wellbeing. This period of time has had a huge impact on the finances of the nation, and many of your employees will now require need help to manage their finances more effectively. At company level, you can support your employee’s financial wellbeing by ensuring your workplace pension scheme (most likely your highest benefit spend) is best suited to the needs of the company and your employees. If you have not already, you should look to maximise the tax-efficiency of salary exchange for your pension scheme, particularly ahead of the proposed National Insurance increases announced to help fund social care reforms. In terms of direct support to employees, financial education group workshops and/or individual clinics can assist them in managing their finances more effectively and making their pay stretch a little further each month. You may also want to consider offering staff access to highquality independent advice on areas such as pension/longterm savings, retirement planning and the importance of investments. Depending on their individual circumstances, a workplace default fund may not always be the best investment for some of your employees. So, how do you pull a retention and recruitment strategy together? The starting point is to ensure your employees understand and appreciate both the tangible and intangible benefits you currently offer. Over the years I have met many employees that are not aware of the benefits offered by their employer and, if this is the case, how can they possibly have any concept of their value? Secondly, consider your budget and whether areas such as salary exchange can be adopted for your workplace pension scheme. This can create valuable employer National Insurance Contribution savings which can be used towards wider employee benefits. Ultimately, providing additional support and benefits to your employees will undoubtedly help with staff retention and demonstrate to new candidates that you are a great employer to work for. At Integrity365 we have a team of specialist corporate and independent financial advisers who can help you tailor a reward strategy to meet your requirements and budget. For more information, visit our website www.integrity365.co.uk or call 0117 450 1300.
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SPONSORED CONTENT BUSINESS SERVICES ADMIRE PR
Andrea Sexton, CEO and founder Tell us a little about your business...
members, which sometimes means time off. I see no problem in this, as time to yourself to heal is needed in difficult times. My staff always come back with a smile on their face and a restored sense of passion for PR.
Admire PR is a Public Relations Company based in Bristol and Gloucestershire. My team and What sets you apart from others in your sector? I ensure that companies receive the attention they What sets Admire deserve through PR apart from reputation others in our DID YOU KNOW… management. sector is also the Did you know that reasoning behind before Covid-19 rattled businesses on to the the birth of the Work/life world of Zoom, we company. After balance – how were already there! do you get it many years of Wanting to have the right for you experience in PR best fit individuals and your staff? I found myself for Admire PR, our frustrated at the Employees’ employees are spread lack of ethics in mental health across the country, and the public relation matters. It is contacted through sector. Since then crucial as the Zoom. This meant that when the pandemic I have always owner of a hit, we felt the world ensured Admire to company to caught up with us! be transparently ensure that my priced, proud to team is happy and set and achieve motivated to work ambitious objectives for all for the business. projects thrown our way; whether If it seems something might one off or long term campaign. be affecting an employee’s mental state, a private chat is For more: 07887 997922; always organised. I make sure to andrea@admire-pr.com; admire-pr.com discuss how I can help my team
DATASHARP INTEGRATED COMMUNICATIONS Paul Oaten, marketing manager
Tell us a little about your business...
Datasharp Integrated Communications delivers best-inclass Unified Communications & Collaboration solutions that help businesses increase efficiency, reduce costs and improve the bottom line. How have the last 12 months been for you?
Throughout the last year we have focused on helping our customers keep communications flowing, providing the right solutions based on their business need. Despite the challenges of working remotely, we quickly switched to video meetings as a means of communicating both internally and externally with customers and suppliers alike. Thanks to the hard work and commitment of the team and the success of our remote working ‘experiment’, it’s been a very busy and productive year for us! We’re very proud that in 2020/21 we continued to achieve: • an incredibly low customer attrition rate of only 0.6% (the industry average is 4.5%)
• 96% of all support/service requests responded to in less than 15 minutes What areas do you specialise in?
We have a wealth of knowledge and expertise in Video, Voice, Data, Security and Mobile business solutions but what makes us unique is our ability to bring it all together to deliver real value for our customers. We have strategic relationships with over 30 market-leading business communications vendors and more than 20 years of experience delivering solutions that meet and exceed our customers’ expectations. With our team of in-house engineers and support professionals, we are perfectly positioned to deliver a comprehensive service and partner with our clients for the long term. Did you know…
We actively support Bath-based charity Developing Health & Independence (DHI) and have raised over £15k for a new liver scanner – a vital piece of kit to be installed in the new St John’s drop-in centre, opening soon. For more: 0800 032 8274; hello@datasharp-ic.co.uk; datasharp-ic.co.uk
www.mediaclash.co.uk I BRISTOL LIFE I 5
SPONSORED CONTENT KERR OFFICE GROUP Jonathan Kerr, managing director
Tell us a little about your business...
challenges of remote working, digital transformation and staff well-being amidst global economic turbulence all while the distinction between work and home life becomes increasingly unclear. We’re helping our clients to maximise the ROI of their workspace through inspiring designs to ensure their people are happy, healthy and productive.
We provide turnkey workplace interior solutions for businesses who care about improving the working lives of their teams and are looking to maximise the ROI of their work environment. Tell us about We offer a fullyour community/ DID YOU KNOW… service approach, charity Kerr Office Group involvement… collaborating started life as an office with our clients As a B1G1 (Buy 1 supplies firm, set up by managing director to develop Give 1) Business Jonathan Kerr in 1986. their workplace For Good, we As our list of clients strategy before incorporate and their requirements our designers purpose and expanded, so too and experienced meaning to our did our services. project managers business through Celebrating 35 years in bring their future giving. We support business this year, we workplace to charitable causes are proud to say that life. We are now locally, nationally we still work with our very first customer! supporting many and internationally of our clients by donating a adopt a hybrid percentage of working approach using cutting our profit towards initiatives that edge furniture and AV solutions. align with our company values. To date, we have contributed over 18,500 giving impacts which What challenges are your have supported a diverse range clients facing? of causes including food poverty, The way in which businesses animal welfare and ocean cleanoperate and utilise their ups. commercial assets has been catapulted 10 to 15 years into For more: 01793 611 900; the future. Organisations have enquiries@koguk.com; koguk.com been forced to grapple with the
PROCTOR + STEVENSON
Roger Proctor, chairman and founder Tell us a little about your business...
Proctor + Stevenson is a full-service marketing agency, specialising in creative, strategy and technology. Tell us about your community/ charity involvement...
Moving to Easton 4 years ago, we’ve made great efforts to embrace our community, through sponsorship, pro-bono work, event spaces, talks and working with local enterprises. And through the South West Design + Digital Student Awards, portfolio reviews, interview preparation, mentorship, work experience and internships. How we impact our local environment is vital too. We salvaged and recycled our building covering it in solar panels, exporting to the grid and charging our fleet of electric vehicles. Apart from increased building insulation and living walls, we have the only UK building coated in a ‘varnish’ that reduces atmospheric pollution. And Proctorians volunteer, run, walk, cycle and support charities, raising significant amounts.
How has Covid-19 affected your business?
Team spirit has made us stronger; we have not simply just survived. Continuous innovation created new opportunities and new clients, around the world. We found ‘game-changing’ ways to generate business for them. We reassessed our finances, conserving cash. Whilst many cut back on business development and marketing, we invested more. Looking after mental and physical well-being has been crucial, running mental health workshops, providing support, financial and legal advice, a 24-hour GP and increasing flexible hours. Organised ‘fun’ has also played its part in boosting morale. We have worked hard to innovate and support each other. As a result, our creativity, work, relationships, well-being and future have actually improved as a result of COVID. We are closer as a team and not just surviving, but thriving. Did you know...
Our office building is the only one in the UK coated in CristalACTiV – a coating which reduces atmospheric pollution in its surrounding area. For more: 0117 923 2282; marketing@proctors.co.uk; proctors.co.uk
“TEAM SPIRIT HAS MADE US STRONGER; WE HAVE NOT SIMPLY JUST SURVIVED” 6 I BRISTOL LIFE I www.mediaclash.co.uk
SPONSORED CONTENT FINANCE ALBERT GOODMAN Chris Walford, partner
Tell us a little about your business...
We’re an accountancy, tax, and financial planning firm with 300 employees based across the South-West. While we’ve been going for 150 years, we try to be really forward thinking with our approach both in terms of working with clients and looking after our employees. Work/life balance – how do you get it right for you and your staff?
WESTON COLLEGE
Dr Paul Phillips CBE, principal and chief executive of Weston College Tell us a little about your business...
We support businesses across Bristol and the wider region, in a number of different ways, from apprenticeships to bespoke training. We have a very high success rate with our Professional Services Academy too, with new training and development opportunities becoming available regularly.
We are one of the largest education and skills providers in the region, supporting over 30,000 people annually. We What challenges offer a diverse are your clients DID YOU KNOW… Alfred Leete, designer facing? range of of the Lord Kitchener opportunities Skills is a hot topic, World War 1 poster, to our students, and with so much studied at Weston supporting uncertainty across College in 1899! people of all many sectors, ages who want organisations are to either enter worried about a new industry, or upskill in their how they will access their future current role. workforce. This is why we offer an We also work in partnership array of opportunities to engage with 2,500 businesses across the with us as a training provider – UK, to offer bespoke training in order to find a solution that solutions that meet their business meets each individual business’s needs. needs. We offer future employee talent pools as well, as we seek to provide the region with solutions What areas do you specialise in? to their challenges. We specialise in creating brighter futures, whether that be for For more: 01934 411 411; learners, businesses, or the enquiries@weston.ac.uk; community, and this is something weston.ac.uk which we are very proud to do.
We’re offering our staff a split of being in the office and working from home and offer flexible hours so that people can take care of their commitments outside of work. For me I try to make time to take my dog for long walks or occasionally hit the golf course. I think it’s so important to take time to re-charge your batteries if you want to deliver your best work in the long term.
Tell us about your community/ charity involvement…
Our CSR policy covers everything from sustainability to community work. We’ve ‘adopted’ streets that we keep clean and we use the United Nations 17 sustainable development goals as our framework for staying green. Children’s Hospice South-West is our current firm charity of the year, and we recently took part in their 30th anniversary dinner at the Bristol Museum. Some of the team just completed the Westonsuper-Mare half marathon as part of the fund raising efforts, the section running on the beach was tough! Did you know...
In 2016 we celebrated our 150th birthday and a team of intrepid cyclists completed a 150 mile journey between all of our offices to celebrate! For more: 0117 962 3100; chris.walford@albertgoodman.co.uk; albertgoodman.co.uk
“IT’S IMPORTANT TO TAKE TIME TO RE-CHARGE YOUR BATTERIES IF YOU WANT TO DELIVER YOUR BEST WORK IN THE LONG TERM”
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SPONSORED CONTENT EVANS ENTWISTLE CHARTERED MANAGEMENT ACCOUNTANTS & TAX ADVISORS Damian Evans, partner
Tell us a little about your business...
our second transaction, taking over a reputable Newport practice. In just 8 years we have increased our turnover six fold, opened two additional offices and have created employment opportunities for a total of 14 staff…and we remain firmly focused on future growth – we hope that in demonstrating to clients how successfully we are able to grow our own organization gives every confidence that we will deliver the same sound advice for their business.
Evans Entwistle is a practice of CIMA Chartered Management Accountants & Tax Advisors delivering accounting, tax, payroll, corporate finance & business advisory services from three offices in Cardiff, Newport and Bristol. Established in What challenges 2013, the team are your clients DID YOU KNOW… of 14 has broad facing? My claim to fame is that I once represented experience Cashflow has been Wales in the 1990s – in across diverse a common topic of Subbuteo! industry sectors, conversation with including clients lately; when public, private cash is tight, your and not-for-profit/charitable customers may take longer to pay, organisations, and across all meaning that you take longer to business sizes, from FTSE pay your suppliers – a domino 100 companies to SMEs. The effect on the whole economy. practice partners offer decades of Added to that is the fact that hands-on experience in delivering many businesses took HMRC sound advice to enable clients to up on the opportunity to defer start, strengthen and grow their taxes such as VAT – but of course businesses. those dues are set to be repaid this year, despite the fact that we’re not quite out of the pandemic What achievement as a firm are woods yet. On that front, we’ve you most proud of? been negotiating Time To Pay I am particularly proud of how arrangements with HMRC to we have rapidly grown the ease clients’ immediate cashflow firm whilst still maintaining woes and helping SMEs to secure a sharp focus on delivering various forms finance to manage outstanding client service. In working capital 2018 we acquired our Bristol practice, a renowned firm on For more: 0117 924 7767; Gloucester Road which had lisa@evansentwistle.co.uk; been established over 30 years, evansentwistle.co.uk and this year, we completed
HARTSFIELD FINANCIAL SERVICES Joy Wisniewski, head of Hartsfield Planning
Tell us a little about your business...
Straight-talking and independent financial advice focused on your financial well-being and what matters most to you. Work/life balance – how do you get it right for you and your staff?
We’re a small team with a family feel and our colleagues are incredibly important to us. We give our teams complete flexibility because we know they give their all for our clients. And we’re always learning. It’s one of the reasons we implemented a tool called Open Blend; to open up meaningful conversations about work-life balance. We recognize that in our very social era, employees want (and deserve) more from their career. Open Blend helps us create this quality of life that blends a purposeful role, a positive environment and lots of learning and opportunities.
What challenges are your clients facing?
One of the biggest changes we’ve seen this year is clients re-evaluating what’s important. So the challenge is to help them live life to the full right now, but also to plan for a fulfilling future. The good news is that it’s possible to do both. It’s one of the reasons that Lifestyle Planning is so important. This often-forgotten step is all about getting clear on your big goals and uncovering what really matters. Getting clear on your life goals provides the foundations for financial freedom. Afterall, if you don’t know where you’re going, how will you work out how to get there? Did you know…
In 2020, Hartsfield MD Paul Verwoert set up the Sarah Jayne Charitable Trust in memory of his sister Sarah, to support underfunded charities in Bristol. So far, the trust has raised over £20,000 for local charities! For more: 01173 634700; bristol@hartsfield.co.uk; hartsfield.co.uk
“THE CHALLENGE IS TO HELP CLIENTS LIVE LIFE TO THE FULL RIGHT NOW, BUT ALSO TO PLAN FOR A FULFILLING FUTURE” 10 I BRISTOL LIFE I www.mediaclash.co.uk
SPONSORED CONTENT IDEAL MORTGAGE ADVISERS David Burdett
Tell us a little about your business...
We are six experienced mortgage & protection brokers based in sunny Bristol. Our origin stories are varied; retail banks, estate agents and brokerages but came together at Which? Mortgage Advisers. We all shared a similar viewpoint - to give people the best impartial advice. What challenges are your clients facing?
It is certainly a challenging time to secure a mortgage at the moment. Property prices have been steadily rising over several years and the market has remained strong even in these uncertain times. The pandemic has also brought about an unprecedented volume of criteria changes across the whole mortgage market in a very short time period. This has made selecting the correct lender and product even more complicated
and the use of a mortgage broker even more essential. What achievement as a firm are you most proud of?
We have set up a thriving mortgage business and within a two year period not only managed to grow through a pandemic but also gone on to win Mortgage Adviser of the year at the Bristol Prestige Awards. Did you know...
One of our advisors made headlines around the world this year. Rhys and his partner Rebecca welcomed to the world a very special pair of twins in 2020. These twins, Noah and Rosalie, are actually medical marvels. They were conceived 3 weeks apart, which is deemed impossible, but there has been a handful of cases where such twins exist. The phenomenon is called Superfetation, it’s well worth a Google search! For more: 0117 4446753; info@imabristol.co.uk; imabristol.co.uk
“THE MARKET HAS REMAINED STRONG EVEN IN THESE UNCERTAIN TIMES”
INTEGRITY365
investments and lump sum decisions, through to retirement and later life planning, Integrity365 advise private clients throughout the key stages of their lives. Tell us a little about your Financial planning for business... business is another key service I’m incredibly proud to be the of Intergity365, with expert Client Relationship Director corporate advisers specialising at Integrity365, a business that in shareholder and partnership shares my passion and drive for protection, key person cover, providing personal client service executive pensions and trusted and employee professional DID YOU KNOW… benefits. advice. The Those who receive advisers I impartial financial support, many What sets you advice have nearly of which are apart from others double the savings and Chartered, in your sector? investments compared to those who do not have a wealth Integrity365 take advice. (The Value of experience is a boutique of Advice Ireland 2013, in providing financial advisory PIBA/Standard Life) financial advice business. In an to private clients, industry where business owners the consolidator and key professionals. Located is increasingly prevalent, where on the picturesque Dyson Estate, people become numbers and the our South West office provides importance of client relationships an ideal base for our advisers to have diminished, Integrity365 provide face to face advice, either is turning the tide. In our in the office or at a location of our business, people, clients and our clients’ choice. professional relationships matter. Chris Jelf, client relationship director
What areas do you specialise in?
From the early days of mortgages, tax planning, protection,
For more: 0117 450 1300; enquiries@integrity365.co.uk; integrity365.co.uk
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SPONSORED CONTENT MILSTED LANGDON Guy Armitage-Norton, partner
Tell us a little about your business...
Milsted Langdon is an awardwinning firm of accountants and tax advisers with offices in Bath, Bristol, London, Taunton and Yeovil, with a vision to help our clients thrive. Tell us about your community/ charity involvement…
The great thing about working in Bristol is the sense of community within it, and the desire for people to connect and help each other. As a firm, CSR is a big part of our ethos – at both a corporate and individual level. We encourage staff to take part in any charitable activities which they feel passionately about. In addition, several of our Partners act as trustees for various charities, as we feel it is important to give back. What sets you apart from
others in your sector?
Our staff are key to our success and we place a high value on their well-being and career development. We have found that by focusing on the needs of our staff, they come into work in a much more positive place, which ultimately reflects in the interactions they have with our clients. Staff enjoy their work, as they genuinely care about our clients and what matters to them. Did you know...
Although we are predominantly a South West firm of Chartered Accountants, we belong to a global network through our membership with MGI Worldwide. This means we have access to almost 9000 professionals in over 250 locations worldwide, so that we can offer creative and pragmatic solutions in almost every jurisdiction.
MORTGAGE STYLE LTD
For more: 0117 945 2500; garmitage-norton@milstedlangdon. co.uk; milstedlangdon.co.uk
Tell us a little about your business...
“SEVERAL OF OUR PARTNERS ACT AS TRUSTEES FOR VARIOUS CHARITIES, AS WE FEEL IT IS IMPORTANT TO GIVE BACK”
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Marcus Robinson, director
as the credit crunch hit fairly early on but Mortgage Style weathered the storm and is now thriving with offices near Portishead and 10 staff.
Mortgage Style are a truly independent mortgage brokerage What sets you apart from based in Bristol. We can help with others in your sector? all types of mortgages including In many ways we are quite first time buyers, remortgages similar, but we try to do and purchases but also specialise everything to our best ability with in more complicated scenarios the customer at the centre of all such as self-employed mortgages, decisions, however we also offer contractors, elderly, unusual advice in more specialist areas properties, than many of our buy to let, competitors where DID YOU KNOW… Ltd company they will refer the The average age of mortgages, business to a third Mortgage Style staff development party so we can is 38! and bridging keep everything finance, in-house, therefore commercial mortgages and saving our clients time and protection. money. These more specialist areas include ‘hard to place’ cases When was your firm founded where even other brokers refer to and who by? us and also areas such as Limited Mortgage Style was founded company ‘buy to let’ lending in 2006 by Marcus Robinson. for landlords, bridging and Marcus had been working development finance, commercial in mortgages for 7 years and finance and much more. wanted to create a service for If you read our Google and people where they got the very Trust Pilot reviews, you’ll see that best advice but also a seamless our clients are extremely pleased and stressless journey from start with our service and we work very to finish. After winning several hard to accomplish this. awards in the industry Marcus gained the confidence to go For more: 01275 370360 / it alone. Marcus started the 0117 9070818; business in a spare bedroom and re-mortgaged his house to finance contact@mortgage-style.co.uk; mortgage-style.co.uk things, it wasn’t an easy few years
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IF YOU WANT SIMPLE, SINCERE ANSWERS ABOUT OBTAINING A MORTGAGE, GET IN TOUCH WITH IDEAL MORTGAGE ADVISERS.
MORTGAGE ADVISERS OF THE YEAR Ideal Mortgage Advisers Founded by six partners with over 60 years of combined industry experience between them, Ideal Mortgage Advisers has been helping homebuyers find the right financial product since 2019. The combination of skills provided by their team of experts enables the business to offer whole of market advice, focusing on the best outcome for all their customers and taking the stress of out a demanding undertaking. Ideal Mortgage Advisers recognises that all cases are different and tailor all their advice and products individually, explaining the process in clear terms and guiding customers through to completion. The advisory offers a wide range of mortgage options, from guiding first-time buyers with purchasing a home, to helping experienced landlord expand their portfolio. As well as being able to provide guidance and recommendations in relation to surveys and solicitors, Ideal Mortgage Advisers also extend their advice to in-depth protection discussions and recommendations. There is no cost for their advice, research or recommendations and customers are only charged a fee once their application is agreed and the mortgage offer is produced.
0118 444 6753 | info@imabristol.co.uk | www.imabristol.co.uk
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SPONSORED CONTENT REDMAYNE BENTLEY LLP Denis Oppong, investment manager
Tell us a little about your business...
private clients, trusts and charities. We also work with executors (individuals and solicitors) on probate valuation services and sell shares for estates and beneficiaries.
Redmayne Bentley was What sets you apart from others in your sector? established in 1875, and today we are one of the UK’s largest In an industry where more online independent investment investment platforms are coming management onto the market, and Redmayne Bentley stockbroking provides a service DID YOU KNOW… The firm’s 145th firms. Clients based on longanniversary on 5th approach us term relationships, December 2020 fell on from a wide built on trust and International Volunteer variety of understanding. We Day which led to backgrounds provide a personal, the firm funding the and individual tailored and training and support of circumstances flexible approach to 145 Samaritans. and may be managing clients’ seeking specific investments, using expertise or an investment expertise across all asset classes to management service. The Exeter tailor the portfolio and service to office opened in 2003 and has each client. This culture is at the clients based throughout the centre of our stockbroking service South West and further afield. and suited to a range of investors seeking a high-quality service with a stockbroker. We deal in What areas do you specialise in? UK and overseas stocks held in We provide bespoke investment certificated and electronic form. management, as well as stockbroking and tax-efficient For more: 01392 687230; solutions such as ISAs and SIPPs. Denis.Oppong@redmayne.co.uk; The firm has considerable redmayne.co.uk/Exeter experience of working with
RICHARDSON SWIFT
strengthened our relationships.
Rachael Rackham, head of accounts and business
What is your staffing model?
Tell us a little about your business...
Independent accountancy and tax advisory service specialising in owner managed businesses and individuals throughout the southwest. How have the last 12 months been for you?
Hectic! Many of our clients are owner managed businesses who as a result of the health crisis had to overnight start getting to grips with a flood of new rules and directives. Supporting them was paramount. Our whole focus became monitoring the rapidly changing situation and updating them daily on how their business and operations could be affected. On top of that we had the well-being of our own staff to consider. As it turned out our clients really appreciated our hands on approach. We’ve had great feedback and it has only
Over the past year we have introduced a new forwardthinking staff structure, which is quite different to that of other firms. Each client is now assigned a fully qualified client adviser to oversee their needs, in addition to one of our specialist directors. This means that clients’ cases are considered holistically, with advisers getting to know what their priorities and requirements are and so being able to plan ahead to achieve the best outcome and avoid pitfalls. This is important for both individuals and businesses. We see it as the future of accountancy. Did you know…
Richardson Swift’s Bath office at Laura Place, is also the fictional home of Lady Dalrymple from Jane Austen’s last novel Persuasion. For more: 01225 325580; rr@richardsonswift; richardsonswift.co.uk
“EACH CLIENT IS NOW ASSIGNED A FULLY QUALIFIED CLIENT ADVISER TO OVERSEE THEIR NEEDS” www.mediaclash.co.uk I BRISTOL LIFE I 17
SPONSORED CONTENT LAW AMD SOLICITORS Grant McCall, director
Tell us a little about your business...
We share the positives of a traditional high street practice with the innovation of a modern commercial law firm. This balance allows us to provide our full range of services across our 4 offices for a wide range of clients. A typical instruction could include meeting a client’s first need for a solicitor such as first house purchase right through to acting for the commercially sophisticated client looking to appoint a legal team to handle a corporate acquisition or property portfolio. What areas do you specialise in?
WHITECHURCH FINANCIAL CONSULTANTS
AS A DIVISION OF WHITECHURCH SECURITIES LTD
Poppy Seager, director of marketing & corporate coordination Tell us a little about your business...
Whitechurch is a boutique wealth management firm in operation for 42 years encompassing managing investments, retirement planning, long term care planning, inheritance tax planning & mitigation, and protection assessment & implementation. We work closely with the awardwinning Whitechurch Securities Ltd Investment team to create portfolios and specialise in Sustainable Investments. What predictions do you have for the sector in 2021/22?
Whitechurch has been advising on and providing Sustainable Investments since 2016 & we predict an increased demand for these as we build back from the pandemic. A recent study found switching to a sustainable pension can be 21 times more effective at reducing your carbon footprint than stopping flying, becoming a vegetarian, and moving to a renewable energy provider combined. We very
much see Sustainable pensions and investments being the way forward as the world finds its way in this ‘new normal’.
Our core services are divided into 4 areas: private client (wills probate and trusts), family law, property law (residential and commercial) and company commercial law.
What sets you apart from others in your sector?
What achievement as a firm are you most proud?
We have an in-house Climate Change expert working on our Net Zero Plan and Carbon Footprint, Environmental Policy and Integration Committee to ensure that as a company we have a positive impact. Demonstrating our commitment to a fairer and more sustainable world, Whitechurch is a signatory of the Women in Finance Charter, UNPRI, Financial Vulnerability Taskforce Charter & UKSIF. Did you know...
We are a family run business that is not influenced by external shareholders or short-term profits. As ethical and sustainable decisions are at the heart of our operations, Whitechurch is hosting a webinar that anyone can register to join including a presentation and Q&A session to help understanding of climate change & investments hearing from the WSL Investment Director Amanda Tovey & Environmental Specialist Dr Say. For more: 0117 452 1208; poppy.seager@whitechurch.co.uk; whitechurch.co.uk
18 I BRISTOL LIFE I www.mediaclash.co.uk
We are always proud of the level of positive feedback we receive from our clients, particularly over
the last 12 months when there have been so many logistical and personal difficulties. Judging from the volume of client reviews and thank you letters received from clients, we are pleased to see that we are big enough to provide a wide range of services to meet our clients’ needs but small enough to ensure that each instruction is highly valued. Did you know...
We are one of the first firms of Bristol Solicitors operating outside of the City Centre. Our registered office on Henleaze Road has been a law firm serving the local community since 1953, making us the longest standing independent firm of solicitors in Henleaze. As we have grown to meet the needs of our clients, we now provide a full range of legal services to businesses and individuals in Bristol, London and nationwide from our offices in Henleaze, Clifton Village, Whiteladies Road and Shirehampton. For more: 0117 973 3989; grantmccall@amdsolicitors.com; amdsolicitors.com
“WE ARE ONE OF THE FIRST FIRMS OF BRISTOL SOLICITORS OPERATING OUTSIDE OF THE CITY CENTRE”
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SPONSORED CONTENT BARCAN+KIRBY LLP Bill Willcocks, managing partner
collaboratively with employees to agree a new hybrid way of working in future.
Tell us a little about your business...
Tell us about your community/ charity involvement…
We are a multi award-winning mid-sized law firm, offering legal services mainly to private clients but with a growing expertise in commercial advice to SMEs. Work/life balance – how do you get it right for you and your staff?
Even before Covid forced home working on us, we were well ahead of the curve regarding flexible working, with over 50% of our employees working parttime or flexibly. We have always prided ourselves on being an employer which allows people to work around their family commitments. There is definitely more to life than work! Covid showed us that we were able to do more at home than we might have thought possible before the pandemic. However, it also taught us the importance of a physical workplace and the interaction with other people which that brings. We are therefore working
In 2020 we launched the Barcan+Kirby community fund, where local organisations were invited to apply for project funding. Additionally, we continue to sponsor the BS3 garden awards, Upfest, Bedminster Lantern Parade and Thornbury RFC. Our charity of the year for 2020/21 has been 1625ip, a wonderful charity focussed on helping young people facing homelessness. Did you know...
We are delighted that so many of our team have broken the glass ceiling: • 85% of employees are women • 50% of partners are women • 83% of the senior management team are women • 66% of the management board are women For more: 0117 325 2929; b.willcocks@barcankirby.co.uk; barcankirby.co.uk
“EVEN BEFORE COVID FORCED HOME WORKING ON US, WE WERE WELL AHEAD OF THE CURVE REGARDING FLEXIBLE WORKING”
GL LAW
Richard Hill, managing director Tell us a little about your business...
scorecard and earning results ‘rarely achieved’. What sets you apart from others in your sector?
We pride ourselves on standing out from the crowd. Our GL Law is an independent law approach is friendly, human firm with lawyers based in Bristol and above all and London. effective. With a We are a group wide range of legal of specialist DID YOU KNOW… services available, advisors who We are proud to say that and the support help individuals GL Law is one of the oldest surviving legal of GL Business and businesses practices in England, Consultancy and navigate change, with roots dating GL Integrity limit risk and back to the 1690s. As Financial plan for the custodians of a legal Planning, we can future. tradition spanning provide clients over 325 years, we’re with a wraparound What dedicated to constantly service. Over the achievement as evolving our services to last 18 months we a firm are you better meet the needs of our clients. We don’t have perfected most proud of? just take care of the a premium In 2020 GL was legal side – we take care contactless service recognised by of you. which means the The Law Society same high level for “exceptionally of client care high levels delivered by phone, email, video of client care and practice call or in person. management”. During an assessment as part of the Lexcel For more: 0117 906 9400; quality mark scheme GL Law hello@gl.law; gl.law was commended for a perfect
www.mediaclash.co.uk I BRISTOL LIFE I 21
SPONSORED CONTENT HARBOUR FAMILY LAW
Nicky Howarth, solicitor & director & Charlotte Prideaux, assistant solicitor Tell us a little about your business... NH: We are a specialist family
renowned for providing an emotionally intelligent, clear approach to the delivery of family law advice. What makes working in Bristol special? CP: Bristol offers the perfect
mix of the buzz of city life as well as beautiful cultural spots to escape to. The location of our Clifton office means we are within walking distance of fantastic local coffee shops and restaurants, which are ideal spots for meeting contacts, as well as being easily accessible to our clients in and What areas do you specialise in? around Bristol. CP: Our specialist Personally, I am family lawyers a foodie and advise clients on DID YOU KNOW… think the Bristol a broad range of The name Harbour Family Law bears its food scene is family law issues origins in us providing unbeatable. including divorce, a safe haven for our financial remedy clients to navigate proceedings, Did you know... through their situation. cohabitation CP: We have a Our offices in Clevedon, disputes, section on our Portishead and Bristol cohabitation website called “get are also located near agreements, started online”. the historic local prenuptial and This allows harbours. postnuptial prospective clients agreements, Trust to fill in detailed of Land Act claims, Schedule 1 information about their individual Children Act claims, injunctions circumstances. We can generate under the Family Law Act and specialist court documents from Children Act proceedings. it and understand the full range of issues the client needs advice on. This ensures that when we What sets you apart from meet a client for the first time at others in your sector? an initial consultation, valuable NH: We pride ourselves on a time is not lost on obtaining basic culture of support and well-being background information and we for staff and clients. Our offices can focus our time on tailoring our are designed to be uplifting advice to meet the client’s needs. workspaces and provide an excellent client experience. Our For more: 0117 375 1780; core values embrace modern, mail@harbourfamilylaw.co.uk innovative IT solutions for the harbourfamilylaw.co.uk benefit of clients, and we are law firm based in Bristol, Portishead and Clevedon. We were established in 2013 by our Founder and Director, Katy Zikking. I head up the Bristol office based in Clifton.
WARDS SOLICITORS Jenny Pierce, managing partner
Tell us a little about your business...
Wards is a friendly, forwardthinking law firm with 189 staff including 38 partners across 12 branches in Bristol and the South West. We are known for being professional and approachable, and for giving excellent client care - all our lawyers take pride in bringing the highest standards of expertise and commitment to their work. More than 80% of our workforce is female and we have high levels of retention – people join us and stay. What are your plans for 2022?
In June this year, I took over as the first female head of the firm in its 100 year history and it feels like an exciting new chapter for the business. Financially, we performed well during the pandemic and we are now investing in our IT systems and want to build on our flexible
working practices. We’re also continuing to recruit and grow as the firm goes from strength to strength. What sets you apart from others in your sector?
We have one of the largest and most respected Wills, Probate and Mental Capacity teams in the South West. Four of our teams - Contentious Probate, Clinical Negligence and Personal Injury, plus Personal Tax, Wills and Probate, have just been recommended for their outstanding work in the 2022 Legal 500 Guide - a fantastic achievement. Did you know…
Wards is one of the few firms regionally to have a specialist cohabitation solicitor, who advises on legal and property issues for those who are unmarried but living together. For more: 0117 929 2811; emma.allen@wards.uk.com; wards.uk.com
“MORE THAN 80% OF OUR WORKFORCE IS FEMALE AND WE HAVE HIGH LEVELS OF RETENTION” 22 I BRISTOL LIFE I www.mediaclash.co.uk
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WE DO FAR MORE THAN JUST FILE YOUR ACCOUNTS A PRACTICE OF CHARTERED MANAGEMENT ACCOUNTANTS TO HELP YOU TO MANAGE YOUR BUSINESS ALL YEAR ROUND… NOT JUST AT YEAR END
evansentwistle.co.uk 432 Gloucester Road, Bristol BS7 8TX t: 0117 924 7767 e: mail@evansentwistle.co.uk Accou nt a n cy | C o rp o ra t e F in a nc e | Tax ati o n | B usi n ess Ad vi so r y | Pr i vate Cl ie nts
SPONSORED CONTENT PROPERTY ETP
Edward Le Masurier, director Tell us a little about your business...
have recruited two new team members in the past six months to further strengthen our position in the market. We rebranded our business in 2020, and we consider that this has played a significant role in our continued success.
We are an multi-disciplinary, independent firm of Chartered Surveyors serving What sets you apart from others the southwest DID YOU KNOW… in your sector? and South Edward T Parker, Wales, with our We offer a who started our head office in comprehensive business in 1878, also Clifton. We work range of services founded what is now with lenders, under one Bristol Animal Rescue occupiers, roof, including Centre after finding a investors, valuation, building puppy shivering in a tenants, and consultancy, lease snowstorm in Bristol. other property advisory and professionals, agency. Very few advising on a range of propertyfirms in the region offer such related matters. services with the same depth of experience and the personal What achievement as a firm are touch. We are a progressive, dynamic and enthusiastic team you most proud of? and, being privately owned, we We are very proud of the take pride in the advice that we expansion that we have been provide. able to sustain over the past two years, despite a very For more: 0117 973 1474; challenging 18 months. We have ed@etpproperty.co.uk; added another business line in etpproperty.co.uk Building Consultancy, and we
HAMPTONS
Chris Firth, senior head of sales Tell us a little about your business...
At Hamptons we sell and let properties all over Bristol but mainly focus on flats and houses in Clifton as well as country houses in the surrounding villages. What makes working in Bristol special?
Having grown up in Bristol, and worked in London, it was a real pleasure coming back home to Bristol to work for Hamptons. As well as the beautiful properties that I get to see every day, it is the friendliness of the people, combined with the laid back Bristolian way that makes working here so special. Also, driving over the Clifton suspension bridge every day on my commute to the office never gets old.
What predictions do you have for the sector in 2021/22?
The property market shows no sign of slowing down, with demand continuing to outstrip supply of good quality properties. Our predictions for the coming year are that stock levels will remain lower than usual and the demand from buyers looking to relocate either out of London to Bristol, or out of Bristol to the countryside will grow, as the home working trend continues. Did you know…
Hamptons was originally founded in 1869, and we celebrated our 150th anniversary year in 2019, whilst at the same time we relocated our Bristol branch to the iconic Clifton Village. We now have 90 branches across the country and in 2020 we managed to re-brand all 90 branches, our boards, website and everything, all whilst dealing with the challenges of the Global Pandemic! For more: 0117 901 5591; firthc@hamptons.co.uk; hamptons.co.uk
“THE PROPERTY MARKET SHOWS NO SIGN OF SLOWING DOWN” www.mediaclash.co.uk I BRISTOL LIFE I 25
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What predictions do you have for the sector in 2021/22?
PAUL BASHAM ASSOCIATES
Rob Hardyman, associate transport planner Tell us a little about your business...
Paul Basham Associates is an independent, award-winning Transport Planning, Civil and Structural Engineering Consultancy with transport planners, engineers and technical specialists. We support a range of clients with progressing development proposals through the planning application process, to delivery and provision of aftercare services. The company was founded in 2009 and we opened our Bristol office in 2018. Our longstanding connections to the city and the wider southwest region enables us to fully understand the challenges that are involved in progressing development proposals, but it also gives us an edge in identifying suitable solutions to overcome these issues. Working to deliver sites in Bristol is extremely rewarding as this helps us to see the impact firsthand that our work has on the city and will be ever more important as the city seeks to achieve net zero by 2030.
As we emerge from the pandemic, it will be interesting to see what long term impact this has on the way we travel, for example hybrid working arrangements and more flexible hours, which could alter the usual peak commuting times. Despite fewer people heading into the office on a daily basis, we are seeing traffic levels in some instances exceed pre-Covid conditions, which in part is due to a reluctance to use public transport. As a result, I expect over the next year an even greater emphasis will be placed on improving sustainable travel for all. Walking and particularly cycling were extremely popular during the national lockdown and if we can capitalize on this through meaningful infrastructure improvements this will help to minimize the number of short journeys undertaken by car and help achieve net zero by 2030. Name a rising star in your company...
We are pleased to have Alex Stephenson in our team in Bristol. Alex has been integral to the growth and development of the office and works closely with our clients assisting with their development proposals, whether that be providing initial due diligence advice or providing the work to support a planning application for a major development proposal. Our organisation is built on relationships and Alex has an excellent manner with both client and staff alike. He is keen to share is technical knowledge on projects and ensure our staff are developed to the same high standards that he sets himself. We are delighted to see the recognition of Alex’s contribution to our team through his nomination in the Rising Star category at this year’s Bristol Property Awards. Did you know...
We have over 40 members of staff across our 4 offices. For more: 07340 738240; r.hardyman@paulbashamassociates. com; paulbashamassociates.com
26 I BRISTOL LIFE I www.mediaclash.co.uk
VICKERY HOLMAN
Robert Beale, director and head of general practise surveying Tell us a little about your business...
in Vickery Holman, a reflection on the commitment of the team to client service and growth. Our pass rate for graduates taking their APC remains at 100%, which is a terrific achievement and one we work hard at maintaining. Our graduates are the future and we invest in all our people to attract and retain the best talent.
Vickery Holman are property consultants specialising in commercial property in the South West. We work with investors, developers, lending What sets you DID YOU KNOW… panels, banks, apart from others We were one of the first in your sector? landowners, firms to be employeelandlords and The biggest owned in the property tenants on a differences are sector. full range of that we provide a property-related genuinely personal issues. We’ve been in business service to clients which means over 30 years and are the largest they know who is handling their multi-disciplinary property firm work and they aren’t reallocated in the South West. after instructions are confirmed. We have specialist teams working together to support clients across What achievement as a firm the region which means that our are you most proud of? focus on local knowledge gets We’ve just celebrated 5 years in shared across the team. Bristol and we’re very proud of the success we’ve achieved in the For more: 01174 286555; city. We now have 14 people in bristol@vickeryholman.com; the Bristol office and are already vickeryholman.com the second most profitable office
Offices in: Henleaze, Whiteladies Road Clifton Village, Shirehampton 0117 962 1205 www.amdsolicitors.com
PRIVATE CLIENT - FAMILY - PROPERTY - COMMERCIAL
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EARLY EXIT The last year has been a difficult time for many businesses which have either been unable to open for trade, or have seen their income drop but overheads stay the same. Helen Brewer at AMD SOLICITORS explains the options for tenants looking to make an early exit from their lease...
W
hile the government has tried to help as much as possible with the various measures they have introduced, the inability to trade and falling profits has meant many businesses are facing some tough decisions. The result is that some tenants are looking to exit their leases early, either because their business has failed and they no longer need the premises or they are looking to reduce overheads by offloading underperforming locations. This article covers the options available to tenants who, for whatever reason, are looking to make an early exit from their lease:
for a new lease. They will also most likely want their costs paid for the deed of surrender. There is also the issue of dilapidations and needing to agree a settlement for any existing wants of repair that need to be sorted to enable immediate re-letting of the premises, including the removal of any fit-out works. So this is the best option for the tenant in terms of releasing themselves from any continuing liability but it is something that will need to be negotiated with the landlord. Given that tenants are few and far between at the moment, a landlord may take the view that they would rather keep a defaulting tenant on the hook than to agree a surrender and face an indefinite void period.
their consent but they can stipulate reasonable conditions to the assignment. Often the landlord will require the outgoing tenant to enter into an authorised guarantee agreement - this essentially guarantees the obligations of the assignee while they are the tenant under the lease. So, if you are looking for a clean break, then you will not necessarily get that with an assignment. However, if the reason for the assignment is because the business is failing then there will be little point in the landlord insisting on an AGA. The outgoing tenant and assignee will each have their legal costs to pay and often the landlord’s legal costs are split between the outgoing tenant and assignee.
SURRENDER
BREAK CLAUSE
UNDERLETTING
It is fairly commonplace now for a break clause to be included in a lease. If you are considering exiting your lease it would be advisable to speak to us at the earliest opportunity so we can check if your lease contains a break clause and where necessary, a break notice can be served within the required time frame. The rules relating to break clauses can be quite tricky and often there are conditions attached to the break which must be complied with in order for the break notice to be effective. There may also be a break payment to pay, so again taking early legal advice would be prudent. As with surrendering, early termination of the lease via a break clause may give rise to a dilapidations liability. You will therefore need to consider the existing condition of the premises and the repair covenant in the lease - if the break is conditional upon yielding up in repair, then any works or removal of alterations will need to be done before the end of the lease.
Again, if you are looking for a clean break then underletting may not be for you but it could be a viable option where you want to generate some income from excess space that you do not currently need but which you may require back at some point in the future. Underletting will also need the consent of the landlord and again there will be costs to pay for this. You will still remain liable to the landlord for payment of the rent under your lease so if your undertenant were to default, you still have to pay the lease rent. If your business is already struggling, then a full surrender or lease assignment may be a more suitable option than underletting.
This is where the lease is formally ended by entering into a deed of surrender. All continuing obligations under the lease are terminated and the tenant can potentially fully walk away. However, agreeing to an early surrender is solely at the landlord’s discretion. They are not obligated to agree and will mostly want some sort of financial recompense for loss of rent during any vacant period, remarketing costs and legal costs
ASSIGNMENT This is where you transfer your lease to another person or company (the assignee). If you are transferring the lease as part of a business sale then the lease will form one of the assets of the business – as such, an asset sale agreement may also be needed to document the sale of the assets. Most leases contains an alienation clause which requires you to obtain the consent of the landlord before the lease is transferred. This is so the landlord can assess the financial viability of the assignee and whether they will be able to pay the rent and perform the obligations under the lease. The landlord can’t unreasonably withhold 28 I BRISTOL LIFE I www.mediaclash.co.uk
While restrictions are now starting to ease, shops are reopening and people are getting back to the office, the full effects of Covid 19 on the commercial property market will continue to play out for many months or years to come. But transaction levels are starting to increase which shows that confidence is starting to return. ■
If you need advice on exiting your lease, or on commercial property matters in general, then please contact Helen Brewer on 0117 974 4100 or helenbrewer@amdsolicitors.com who will be able to assist.
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BRISTOL PROPERTY AWARDS
BRISTOL PROPERTY AWARDS - PROUD FINALISTS 2021 CONSULTANCY OF THE YEAR & COMMERCIAL AGENT OF THE YEAR
WE ARE ABLE TO ADVISE ON ALL COMMERCIAL PROPERTY ISSUES, PLEASE CONTACT US IF WE CAN HELP We are proud of our heritage, with over 140 years serving Bristol and the South West, and we have longstanding relationships throughout the region. ETP are proud members of the BPAA & RICS. VALUATION Ed Le Masurier
LEASE ADVISORY Alastair Kimpton
BUILDING CONSULTANCY Nick Williams
COMMERCIAL AGENCY Nathan Clark
Tel: 07800 635734 Ed@ETPproperty.co.uk
Tel: 07872 107689 Alastair@ETPproperty.co.uk
Tel: 07745 133524 Nick@ETPproperty.co.uk
Tel: 07983 460230 Nathan@ETPproperty.co.uk