TBE Bath & Somerset Issue: 39

F I X T U R E L I S T 2 0 2 6

KEY Boldtext=FeatureDay = Live Entertainment

APRIL

Sunday 5

Friday 17

MAY

Monday 4

Monday 27 Tuesday 12

Wednesday 13 Friday 22

JUNE

Friday 5

JULY

Wednesday 1

Wednesday 15

Easter Sunday Raceday

Evening Racing Afternoon Racing

Family Fun Day Afternoon Racing

Evening Racing Afternoon Racing

AUGUST

Saturday 15

Evening Racing

Saturday 13 Ladies Day The Wurzels

Evening Racing Afternoon Racing

Friday 31

Wednesday26 AfternoonRacing

SEPTEMBER

Saturday 12

Sunday 13 Tuesday 29

OCTOBER

Thursday 8

Monday 19

Thursday 29

Season Finale Rum & Reggae

Wednesday 2 Afternoon Racing Absolute Country Afternoon Racing Afternoon Racing Afternoon Racing Afternoon Racing

Fixture dates, themes and entertainment may change. Please check the website for up to date information:

THE TEAM

Editor & Founder

Anita Jaynes

Anita@tbesw.co.uk

Editorial Support

Ben Carey, Nick Batten & Fiona Scott

Ben@tbesw.co.uk

Nick@tbesw.co.uk

Design

Juicy Designs

juicy-designs.co.uk

Artwork

Studio Creative Services

studio-cs.co.uk

Printed by

ESP Colour

espcolour.co.uk

On the cover

TBE’s Most Inspiring Women 2026

Advertising Sales

Anna O’Shea

Anna@tbesw.co.uk

01225 300043

Follow us on Social @TBEBATH

The Business Exchange South West tbebathandsomerset businessexchangesw

©The Business Exchange South West Limited 2026.

Whilst every effort has been made to ensure that adverts and articles appear correctly, The Business Exchange South West Limited cannot accept responsibility for any loss or damage caused directly or indirectly by the contents of this publication. The views expressed in this magazine are not necessarily those of its publisher or editor. All rights reserved. This publication is copyrighted and no part of this publication may be used or reproduced without the written permission of The Business Exchange South West Limited.

KEY STATISTICS

Readership: 15,000

Our audience:

56% business owner/ director level

44% partner, manager or senior executive

Thank goodness spring is on the horizon.

As I write this, I can’t say it’s quite sprung, but there are signs brighter days are on their way, from the lighter mornings to the daffodils beginning to emerge.

I don’t know about you, but this year seems to have got off to a hectic start.

Everyone wanted a meeting in January and February, and the general feeling is that business is starting to move again. It’s a bit do or die. The world situation may be uncertain and the economy might not be at its best, but people are tired of waiting and want to crack on.

These pages are designed to help you make the most of the local business community around us. On pages 14–15, we speak to local experts to help you ace

2026, from getting the most out of AI to intentional leadership, supporting energy at work and getting your message across authentically.

On page 39, I’m delighted to introduce our new After Hours section, where you’ll find our new wine column, offering tips from the trade thanks to wine expert Ben Franks from Bath’s Canned Wine Group.

This magazine is packed with positive energy and optimism, with lots to look forward to this year, from the return of the Bath Dragons competition, to Bath Restaurant Week and the Bath Waiters’ Race, to Bath Digital Festival, Bath Boules, TBE Awards opening for entries on 13th April, TBE South West Charity Conference & Expo and TBE Show. It’s shaping up to be a busy year with plenty of opportunity to make new connections and build new relationships.

Here’s to a prosperous start to the new fiscal year and the months ahead. I hope to see you at a TBE event soon. Happy reading

300043

Bath Mayor launches inaugural PhD placements

The Mayor of Bath, Professor Bharat Pankhania, recently visited the University of Bath to launch a new joint initiative with the University that will see two PhD students work with the Mayor for three months to explore the gaps in educational attainment in Bath and North East Somerset.

The new initiative supports two University of Bath education researchers to work on the Mayor’s theme for 2025/26 ‘Education is Empowerment’, and will build an evidence base about educational disadvantage, attainment gaps and opportunities across Bath and North East Somerset.

Gopika Gopakumar Moothedath and Yusuf Olaniyan have been chosen as the researchers in residence, for their strong community-focused research experience, and evidence-to-policy skills.

Speaking at the launch, the Mayor said, “I’m really grateful that when I came to the University of Bath with this idea, they said ‘let’s do it’, and I’m excited to see what these

two talented researchers can help us to discover.

“We are the pioneers of joint working and collaboration between the local government and our universities. We have sown the seeds and long may such collaboration continue to improve people’s lives.”

In the three-month project, Gopika and Yusuf will work with council teams, schools and local charities to look at what support already exists to support educational gaps, identify best practice and provide practical, evidence-based recommendations on what improvements could make the most difference.

Gopika said, “The city of Bath welcomed

me when I came here as a student and allowed me to explore my identity and culture. This is my opportunity to give back!” Yusuf added,“I have worked with other researchers from the University of Bath to research what makes students feel a sense of belonging and safety in schools in London. The findings of this project led to the first city-wide inclusion charter. This experience has taught me the power of research when it listens to the voices of young people, and it is something I look forward to in this placement.”

Gopika and Yusuf will be co-supervised by Elisabeth Barratt Hacking, Head of the University’s Department of Education.

She said, “This partnership is not only an opportunity for educational researchers to contribute to the local community - it is also a chance for the University to learn.

As Gopika and Yusuf work closely with the Mayor, Bath and North East Somerset, education and community providers, and families themselves, their insights will help shape how we think about civic engagement, impact and collaboration going forward.”

The project will publish a final report in early April.

Bath Dragons 2026 launches with major

£25,000 prize package

Bath Dragons 2026 officially launched to a packed house on Wednesday 11th February at the city’s Doubletree by Hilton. Now open for entries, this year’s competition will offer the winner a once-in-a-lifetime opportunity with a £5,000 cash prize in addition to an impressive £20,000 business support package.

Expert consultancy across accountancy, tax, corporate finance, legal strategy and PR will be available to the winner who impresses the judges the most.

Bath Dragons is designed to equip growing businesses with the skills, advice and confidence needed to accelerate growth and scale faster. Entries are open to limited companies over two years old with turnover of £100K or over. Entrants must be based in Bath and North East Somerset, or within a 10-mile radius of the centre of Bath.

The initiative is led by four of Bath’s top local businesses: The Business Exchange; accountants and tax advisers Richardson Swift; law firm Mogers Drewett; and business finance and funding experts South West Business Finance (SWBF)

The finalists of this year’s competition will be revealed in late April, with the live final being held on Monday 1st June at The Apex Hotel.

The Dragons line-up will remain the same this year, with the contestants outlining their growth plans via a series of interviews and written submissions to Dan Smith, Co-Founder of South West Business Finance; Tom Webb, Partner at Mogers Drewett; Debbie Boulton, Managing Director of Richardson Swift; and Anita Jaynes, Founder of The Business Exchange.

Waiters’ Race returns for Bath Restaurant Week 2026

Bath Restaurant Week is back for its second year from 17th to 24th March 2026, launched by the now-customary Bath Waiters’ Race.

Before the city dives into eight days of culinary delights, all eyes will be on the Royal Crescent for the high-energy contest, which sees local waitstaff racing through Bath’s historic Royal Crescent, trays in hand, balancing glasses and plates with skill, speed, and a dash of flair.

Cheered on by lively crowds, the race is a celebration of the people who bring Bath’s hospitality scene to life every day.

The Waiters’ Race has quickly become the signature opener for Bath Restaurant Week, setting the tone with laughter, camaraderie and community spirit. It’s a chance for restaurants, cafés and bars to showcase their teams in a

playful competition that highlights the agility and dedication behind great service.

Once the race concludes, Bath Restaurant Week unfolds across the city, with cosy cafés to elegant eateries and buzzing bars, showcasing their best bites, drinks and specials. Diners can explore exclusive offerings via the Bath Restaurant Week website, where participating venues will list everything from tasting menus and signature cocktails to lunchtime deals and brand-new dishes.

Allison Herbert, CEO of Bath BID, said, “Bath Restaurant Week is a celebration of the city’s incredible food and drink scene. The Waiters’ Race captures the energy and fun of our

Bath Digital Festival returns for 2026 with three days of ideas, conversation and possibility

Bath Digital Festival (BDF) is back from 19th to 21st May 2026, bringing three days of big questions, bold thinking and open experimentation to the city.

This year’s festival is built around a single, powerful idea: What if?

Rather than a theme, What if? is an invitation. To challenge assumptions. To push boundaries. To explore possibilities. And to get involved in shaping what comes next.

Across three packed days, the festival will bring together innovators, founders, digital creatives, technologists, students and curious minds from across the South West. Expect hands on workshops, live demos, founder stories, showcases, panels and plenty of unexpected conversations along the way.

Bath Digital Festival has always been about opening doors. This year goes a step further, creating a platform designed not just for attendance but for action. It’s for people building the future, questioning the present, or testing something entirely new.

Who the Festival is for

One of the festival’s strengths is the mix of people it brings together – groups who rarely find themselves in the same room.

That’s deliberate. The organisers want collisions, cross pollination and conversations that lead to something bigger.

BDF welcomes: Startups and scaleups ready to raise their profile, connect with talent or find their next collaborator

• Creative and digital agencies keen to share their work or spark new ideas

• Universities and ecosystem leaders focused on innovation, inclusion and impact

Corporate teams exploring emerging tech and scouting new partners

• Students, independents and curious minds who want to learn, question and contribute

It’s not just a festival for Bath. It’s not just a festival for tech. It’s a place for anyone who wants to ask better questions about the future.

A platform you can use BDF 2026 puts participation front and centre. There are several ways to plug in:

• Sponsor something bold –support a theme, a day or a session such as BDF Breakfast

Run something brilliant –host a talk, workshop, demo or something completely unexpected

• Support as a Patron – gain profile and presence without the traditional sponsor format

Simply show up – join the audience, explore the programme and add your voice to the conversation

Festival organiser Lucy Paine said, “BDF has always been shaped by the people who turn up with

ideas. This year’s theme, What if?, is a chance for anyone to step in, experiment, get curious and help build something that moves our region forward.”

Whether you’re an innovator, a builder, a thinker or someone with a good question, the festival wants you involved.

To find out more or get involved, visit techspark.co/bdf or contact lucy@techspark.co.uk.

TBE shortlisted for Impact Award as one of UK’s Best SMEs

The

Business Exchange (TBE) South West is up for a national award at the Best SME Awards 2026.

Shortlisted in the Best Impact category, TBE has been recognised for demonstrating how an independent media business can achieve sector-leading impact through leadership, innovation and a strong sense of purpose.

Founded by Anita Jaynes in 2013, TBE has grown into the only dedicated B2B print and digital media platform serving Swindon & Wiltshire and Bath & Somerset. At a time when regional print is shrinking and B2B publishing remains male-dominated, TBE has defied industry decline and built a thriving multi-platform ecosystem with a magazine read by 30,000 people, two busy websites, a newsletter reaching more than 10,000 subscribers, an active social audience, a podcast and a full events programme supported by the TBE VIP Membership.

The inaugural Best SME Awards take

place on Friday 24th April. These national awards will recognise and reward the UK’s innovative, enterprising, high-performing and client-focused businesses and their employees from across the UK.

The 2026 Best SME Award entry emphasises Anita’s leadership as the driving force behind the growth of TBE. It reflects on the resilience she showed during the pandemic when she continued to support the business community daily at a time of intense pressure for media and events businesses.

It also highlights the development of TBE’s events and expos, including the South West Charity Conference & Expo, which has grown into a nationally recognised occasion.

Finally, the entry focuses on the measurable impact TBE has had across

the region. It sets out how the platform has supported thousands of SMEs, start-ups and charities, delivered free editorial exposure, driven new clients and collaborations and connected more than 1,500 delegates annually through its events.

The Business Exchange Founder Anita Jaynes said, “The Business Exchange is absolutely buzzing to be named as one of the best SMEs in the country, particularly in the impact category.

“Everything we do is about impact –meaningful connections that translate into real opportunities; sharing successes and achievements to elevate the entire region’s business network; encouraging ethical and responsible business practices to support our communities.

“We keep our business community

connected in the right ways, and we are so pleased to be recognised for this at a national level. The team will have our fingers firmly crossed on Awards night.

“Finally, I would like to thank all of our advertisers and VIPs, past and present, for their support. TBE is a community and we’re proud to work with, and fly the flag for, you all.”

Unique team away days or summer parties in the beautiful Marlborough Downs

Located in the stunning Marlborough Downs, the Science and Innovation Park provides a unique setting to host your next team

A 545-acre former RAF airfield and home to 80% of the Science Museum Group Collection, the Park is set amongst stunning natural woodlands and one of the UK’S largest solar farms.

Meeting rooms at the Science and Innovation Park are equipped with full AV systems and are available for daily or weekly hire, while the versatile outdoor areas can also be hired for a variety of events, including corporate volunteering.

Teams who visit the Park for their away days also experience an exclusive behind-the-scenes tour of the Hawking Building – our state-of-the-art working store where

away day.

we care for unique and historic objects from the Science Museum Group when they are not on display in a museum. With good access to Swindon and local hotels within easy reach, our team can help plan your day, assisting with transport, food and other services on request.

If you’re looking for a unique spot to host a team away day to plan for the new financial year or for a beautiful location for a team building event in the spring or summer months, get in touch with our dedicated team today.

“We worked with the Science Museum Group to put together an offsite team building event as part of a company-wide

coaching programme. The space allowed us to facilitate the session well and the team came up with a great activity linked to their sustainability goals, aligning well with our company values. We are looking forward to working with the Science Museum Group for future events and workshops.”

Johnson Matthey Global leader in sustainable technologies

To find out more:

Phone: 07788 451912

Email: hirethesip@sciencemuseum.ac.uk

Visit: hirethescienceinnovationpark.com

Celebrating a year of Runway East in Bath

Runway East Bath is marking its first birthday. In twelve months, the space at Kings Court has become a home for growing businesses, freelancers and established teams who want a more flexible way to work in the city.

The company arrived with a strong track record, including hubs across Bristol, London, Brighton and Birmingham. The Bath site is its second partnership with Abrdn, one of the UK’s major investment and asset management groups. The 23,000 sq ft workspace sits within the Grade II listed Kings Court on Parsonage Lane and was designed by Bath based workspace experts Interaction. The past year has also been about understanding Bath’s business landscape.

The team moved away from a London style launch model and adapted their approach to fit the city, focusing on visibility, relationship building and long term engagement.

Alex Salzedo, General Manager at Runway East Bath, said, “It’s been an incredible first year. We knew Bath was a city with a unique character, and our priority was to build a space that felt like a natural extension of

the local business community rather than just another office space. We’ve focused on cultivating a business-friendly atmosphere where members can thrive. Our events, workshops, and communal spaces are all designed to foster those unexpected connections that often spark great ideas and new partnerships. The feedback we’ve received has been overwhelmingly positive, confirming that we resonate with Bath’s dynamic business environment. Seeing our members network, collaborate and actually enjoy their time in the office is exactly why we’re here. It proves that there’s a real appetite for flexible, service-led workspaces in this city, and we hope to welcome even more companies to our space this year.”

The membership now includes tech firms, creative agencies, nonprofits and growing SMEs. Recent additions include award

winning digital agency Digital Wonderlab, who join a base of tenants using the site to scale at a measured pace. Flexible contracts, practical pricing and adaptable desk setups make it easy for teams to move from 6–8 desks towards 12–14 as they grow.

Service is at the core of the Runway East model. The Bath site offers more meeting rooms than any other local provider, alongside phone booths, informal areas and regular community events. Weekly breakfasts, cake days, social drinks and networking clubs help bring people together and encourage teams back into the office. The dog friendly culture adds warmth and makes the space feel approachable without over engineering it.

Runway East member Paul MacKenzie Cummins said, “Having exited a seven-year lease for an office, we wanted an environment more suited to our current needs. The move

to greater flexible working meant we only needed a base for a couple of days per week, whilst the confidential nature of some of the work we do for clients required us to have access to private meeting facilities as and when needed.

“Runway East is set up in a way that we can use the co-working rooms to get our heads down when we need to be free from distraction and the communal areas offer a real buzz and the opportunity to meet with other residents, which is a real plus”

.As Runway East enters its second year, the focus is on steady growth, stronger local ties and supporting the organisations that choose to build their next chapter at Kings Court.

Find out more: runwayea.st/office-spaceslocations/bath

Contact Alex: alex.salzedo@runwayea.st

Thursday 11th June 2026 | Bath Racecourse

Be part of the region’s most inspiring day of purpose and collaboration, connecting charities and businesses to drive positive change

Join us for the 8th TBE South West Charity Conference & Expo, in partnership with founding sponsor Milsted Langdon. This year’s theme is Rebuilding Trust, Resilience and Relevance: The Future of Charity in a Changing World. Expect 500+ attendees, 100+ breakfast delegates and 50+ exhibitor stands. As word has spread about our unique event, we’re attracting visitors from across the country, showcasing the South West as a true leader in the Third Sector.

Anita Jaynes, Founder of The Business Exchange and the TBE South West Charity Conference & Expo, said, “What’s powerful about this event is the conversations and connections that happen on the day that turn into amazing collaborations and impact. We’ve seen a cancer board develop in Bath which now brings together many charities working in this space to provide joined-up support for those dealing with cancer. We’ve also seen charities attract new volunteers and trustees, as well as form key relationships with local businesses to strengthen their organisation’s skillset.”

Confirmed exhibitors this year include Wiltshire & Bath Air Ambulance, Integrity Print, Bath Cats & Dogs Home, GivenGain, 3SG, N3 Display Graphics, Nine Feet Tall and Milsted Langdon.

Charity law firm Stephens Scown has also been confirmed as the networking lunch sponsor.

ABOUT THE DAY

NETWORKING BREAKFAST & PANEL

DISCUSSION | 8:30–10AM

Join us for a sit-down breakfast designed to connect you with new and relevant people. Tables are arranged to maximise meaningful introductions and spark collaboration.

The morning begins with a panel discussion including Tim Lerwill, Head of Charities & Not for Profit at Milsted Langdon, plus guest speakers from across the charity and business community, reflecting the day’s theme on the future of the charity sector.

Tickets: £45

EXPO | 10AM–1PM

The expo is free to attend, but registration is essential. Charities and businesses are invited to exhibit on the day.

Exhibitors receive:

A 6ft x 2ft table

A white tablecloth

One chair

Space for a pop-up banner, marketing literature and a tablet/iPad

EXHIBITOR PRICING:

Charity expo stand: £120

Business expo stand: £240

Charity stand + two breakfast tickets: £160

Business stand + two breakfast tickets: £308

CONFERENCE | 2–4PM

The fast-paced afternoon conference will feature five keynote speakers, each selected to educate, empower and inspire delegates. Attendance is free with registration. We’re pleased to confirm that James Shone, Founder of the charity I Can & I Am, will join us as a keynote speaker. His story, and the work he champions, aligns closely with this year’s theme and the challenges and opportunities facing the sector today. Further speakers to be announced.

“As an exhibitor, I had the opportunity to engage with an enthusiastic audience who were passionate about making a difference.”

Rachel Baker, Genesis Trust Bath

“I was delighted to speak at the TBE Charity Conference & Expo in 2025. The event brings together a host of interesting people, enabling important connections that lead to surprising results. Amongst the individuals I met were Alastair Greener, who invited me to write the foreword for his book: ‘Generationally Speaking’ and Lizzy Rees, of Bath Social Impact Network, who I am proud to say has become a client.”

Deborah Hale MBE

“We were blown away by the incredible charities and community organisations we met at TBE South West Charity Conference & Expo. Thank you to TBE for hosting this amazing event.”

Cool Ventures

“If you didn’t manage to get along last year, we would highly recommend getting involved this year!”

Nine Feet Tall

Thrings returns as headline sponsor for TBE Awards 2026

The Business Exchange is delighted to announce that Thrings is returning as headline sponsor for TBE Awards 2026, marking its third year supporting the celebration of innovation, entrepreneurship and leadership across Swindon & Wiltshire and Bath & Somerset.

Ramona Derbyshire, Head of Business Growth at Thrings, said, “Our region is home to a bold, ambitious and innovative business community and we are thrilled to be able to continue shining a spotlight on their success as headline sponsor for TBE Awards.

“To have the chance to stand alongside so many inspiring organisations and founders who are driving growth, shaping the future of the local economy and putting the South West on the map is an exciting prospect and we are very much looking forward to the 2026 Awards and celebrating another year of outstanding achievement.”

With 14 categories, there are opportunities for businesses and not-for-profits of all sizes to showcase their achievements, share their stories and be recognised as part of the South West’s thriving business scene.

Past winners include Joint Operations, NSBRC, Salocin Group, Alabare, Bath Racecourse, Digital Wonderlab, Web Usability, Gel Studios, KR HR & Training Consultancy, Theatre Royal Bath, Southby & Co Financial Planning, The Pursuit Agency, Clearly PR, Interaction and Nine Feet Tall.

TBE AWARDS CATEGORIES

Best User Experience

Using Tech to Transform Business

• Charity/ Not-For-Profit of the Year

• Going for Growth Award

• Rising Star Award

• Positive Business Award

• Best Start-up 2026

Best Creative Campaign

Sustainable Business of the Year

Going the Extra Mile Award

• Leader of the Year

• Innovation Award

• The Dream Team Award

• Flying the Flag for the South West

KEY DATES FOR 2026

Awards open for entry: Monday 13th April

Entries close: Friday 25th September

Judging begins: 30th September

Finalists announced: 8th October

Awards night: 5th November

Anita Jaynes, Founder of The Business Exchange and TBE Awards, said, “I can’t wait to build on the success of the last two years of the TBE Awards. Last year we received over 130 entries representing businesses of all sizes, from start-ups to SMEs and large corporations, and the competition truly reflected the breadth of our region, with entries from across Bath & Somerset and Swindon & Wiltshire.

“The idea behind these awards was simple: to connect the areas we cover, shine a light on the incredible work happening locally, and help more businesses and not-forprofits collaborate and grow.

“Awards Night itself is a true celebration of every finalist We share the stories behind our finalists’ work. It’s a genuine showcase of the amazing work happening on our doorstep, and I want everyone who attends to leave inspired, ready to pass those stories on, and continue flying the flag for our region.”

This year’s awards ceremony will take place at Komedia in Bath. The evening will begin with a VIP Drinks Reception hosted by N3 Display Graphics, followed by an awards programme packed with entertainment and celebration.

Inside Leadership Dialogues 2026

with Professor Steve Wyatt

Leadership Dialogues returns to Bath on Wednesday 1st July 2026, bringing together over 300 leaders, educators and community members for a full day of purpose driven insight and practical learning. Built on the principle of ‘Leadership as a Force for Good’, the event explores how intentional leadership can drive meaningful change within organisations, communities and wider society.

Hosted by Professor Steve Wyatt, the 2026 programme features speakers from the worlds of business, social innovation, design, consultancy and adventure. Attendees can expect keynote talks, personal stories and collaborative breakout sessions designed to help leaders navigate uncertainty, spark innovation and build more resilient, future focused organisations. Ahead of this year’s event, we spoke with Steve about how Leadership Dialogues began, what’s new for 2026 and what delegates can expect on the day.

How did the idea for Leadership Dialogues first come about?

The idea goes back to my time living in Singapore. I was struck by the disconnect between the negativity often portrayed in the media and the reality I saw — people tackling real issues and making meaningful progress. Their stories rarely cut through.

When I moved to the UK just before COVID, that gap felt even wider. Despite the challenges, I kept meeting people doing purposeful work, often quietly. Leadership Dialogues was created to highlight those stories, build a community around them and champion the belief that leadership — wherever you sit — can be a force for good. The event is about inspiring people, helping them inspire others and creating a supportive community.

Who is the event aimed at?

We’re deliberately inclusive. Leadership isn’t defined by job titles. You can lead a business, a classroom, a charity, a community — or simply yourself. What matters is intent.

Because of that, we attract a mix: corporate leaders, educators, public sector professionals, social innovators, entrepreneurs, creatives, students and people doing extraordinary things locally. If you want to make a positive difference, you’re welcome.

Who are you hoping to attract to the 2026 event?

I expect a similar pattern to previous years: around half from the Bath–Bristol region, a quarter from the Thames Valley corridor and the rest travelling from across the UK and overseas. We’re planning for 400–500 people.

What I’d really like this year is for more people to stay on after the programme finishes — to connect rather than rush away. Those informal conversations are often where the sparks happen.

What are you personally most looking forward to this year?

This year feels special. By November 2025, we had a full line up of speakers and facilitators — a humbling sign that the event is resonating.

I’m particularly looking forward to my fireside chat with Charles Mindenhall, co founder of Blenheim Chalcot and the driving force behind Youth Zone and Baby Zone. Everything he does is rooted in purpose. We also have two women joining us who each aim to positively impact one million people through their work. Their stories will be incredibly powerful.

But honestly, the magic comes from the participants — the energy in the breakout groups, the conversations in the auditorium and the buzz afterwards on social media. That’s what I value most.

What do you most want delegates to take away from the day — personally and organisationally?

Firstly, I want them to be inspired. Every speaker shares personal testimony — no corporate slides, no pitches. We only put people on stage who speak authentically about the impact they’re making. Secondly, connection. We create opportunities for delegates to meet, talk and reflect — in breakouts, in the auditorium or over coffee. Those conversations are where ideas take root.

And finally, I want people to return to their organisations and communities energised to inspire others. Leadership is contagious. Bring that spark into your environment and cultures shift.

Over the last two years, have any notable collaborations or initiatives emerged as a result of Leadership Dialogues?

Yes — far more than I expected. Around 80% of our first year speakers have returned, and many now collaborate with one another. Delegates also reach out to speakers

afterwards to get involved in their initiatives.

For example, lots of people have connected with the Bridge Institute after hearing from Mackenzie, who leads it. I’m often asked to link delegates with speakers, which is great to see.

What’s encouraging is that much of this happens organically. I only see a fraction of the collaborations taking shape — and that’s exactly how it should be.

How has Leadership Dialogues grown and evolved since its inception?

The biggest evolution has been the strengthening of the community. What began as a one day event is becoming a year round network. Returning speakers, repeat delegates and a shared sense of purpose have created real momentum.

The format has expanded too, with more breakout groups, more interactivity and a wider range of voices.

How do you hope Leadership Dialogues will continue to develop in the years ahead?

There are three main areas.

First, scale. The Forum holds over 1,000 people, and we’re only halfway there. I’d love

to see more people return each year and bring others with them.

Second, deeper engagement across the year. We’re exploring ways to strengthen the community between events — packaging content, creating discussion spaces and supporting collaboration.

And third, carefully considered expansion. There’s potential for Leadership Dialogues in other locations, but our speakers aren’t paid professionals — they’re leaders sharing genuine stories. Any new location would need to protect that authenticity.

Ultimately, my aim is simple: to bring powerful stories to Bath, grow a supportive community and create ripples of positive impact that reach far beyond the day itself.

Tickets, group bookings and sponsorship opportunities are available at leadershipdialogues.co.uk.

TBE readers receive 10% off admission with code: TBENETWORK10.

Alongside space for corporate team away days, the Science and Innovation Park also provides a secure, diverse location for commercial and documentary TV, film and photoshoot activities.

Ideal for the test rigging of stages, large scale installations and other creative ventures, the site boasts a variety of large hangars and auxiliary buildings offering huge flexibility for both staging and storage. The unparalleled space lends itself to external shoots, set builds and backdrops.

Set amongst stunning natural woodlands and one of the UK’s largest solar farms, the Park is also home to 80% of the historic Science Museum Group Collection.

The highly sought-after private space at the Science and Innovation Park provides an extremely secure, diverse location for commercial and documentary TV, film and photoshoot activities.

Our dedicated team are available to offer one-to-one support for the duration of your activity.

SHOW

CONNECTING YOU FOR SUCCESS

Thursday 17th Sept, 8:30am-4pm, University of

Bath School of Management

We’re excited to be returning to the University of Bath School of Management for TBE Show 2026.

This year’s theme is Powering Progress: Strategies, Partnerships and Purpose for Long-Term Success.

Join the South West’s business leaders, innovators and changemakers for a day of connection, insight and growth on Thursday 17th September.

TBE Show 2026 will explore what it takes to build a business with staying power, one that’s agile, visible and ready for the future.

Whether you’re looking to grow your network, sharpen your thinking, build your brand profile or boost sales, this event is designed for ambitious B2B professionals, entrepreneurs and professional services firms.

We’re delighted to announce that the UK’s Small Business Commissioner, Emma Jones, is joining us as guest speaker. The Office of the Small Business Commissioner (OSBC) is an independent public body established by the Government to tackle overdue payments and poor payment practices in the private sector. It supports small businesses to get paid quickly and on time, works with larger organisations to improve payment behaviours, and helps raise payment standards across the UK.

Emma was appointed Small Business Commissioner in June 2025. She began her career at Arthur Andersen after studying Law and Japanese, working across multiple UK offices and establishing the firm’s Inward Investment practice. In 2000 she launched her first business, Techlocate, which she sold to Tenon plc just 15 months later at the age of 27.

Inspired by this experience, she founded Enterprise Nation in 2005 to support the growing number of start-ups and small

businesses. The company went on to become a major SME membership community, reaching more than 800,000 businesses a year. Emma also co-founded StartUp Britain in 2011 and has been an influential voice in shaping enterprise policy. She later served as SME Representative for Crown Commercial Service from 2016, championing small business access to public-sector opportunities. Her contribution to enterprise has been recognised with an MBE in 2012 and a CBE in 2021.

At TBE Show Emma will discuss how she’s working to support the UK’s 5.5 million small businesses.

Emma said, “I’m delighted to be speaking at the TBE Show on the work we are doing to make life easier for small firms by getting money moving faster around the economy, whilst also making effort across wider Government to ensure SMEs gain access to relevant contracts and support.”

Anita Jaynes, Founder of The Business Exchange, added, “Having Emma Jones join TBE Show this year will be immensely valuable for our attendees. Not only does she have a wealth of knowledge and experience to impart from her own experience of business, she also fully understands the challenges smaller businesses in the private sector face.

“We’re looking forward to welcoming her and we’d encourage anyone keen to harness her in-depth knowledge to make sure they book their tickets as soon as possible.”

ABOUT THE DAY

Networking Breakfast & Panel Discussion 8:30-10am

TBE Show will begin with a networking breakfast and panel discussion at 8:30am.

Meet Emma Jones, UK Small Business Commissioner 11am

The Expo 10am-1pm

Businesses and organisations are invited to exhibit on the day. As an exhibitor you receive:

A table – 6ft x 2ft

A white tablecloth

• 1 chair

There is space for a pop-up banner, marketing literature on the tables and an iPad/tablet.

Seminars

There will be a number of seminars throughout the morning including sessions with business transformation experts Nine Feet Tall and Redkite Solicitors.

Redkite will be looking at ‘Growth in Action’ - how to achieve it, sustain it and learn from the journey with property and commercial strategy partner, Gemma Millard.

Networking Lunch 1-1:45pm

There will be a lively networking lunch for all exhibitors and delegates before the afternoon sessions begin.

Conference 2-4pm

A fast-paced two-hour marathon of insight and information to help you and your organisation power progress. Speakers to be announced.

Delegate tickets are £25 and are available to purchase now.

GET SET TO ACE THE NEXT FISCAL YEAR

With the new financial year comes new opportunities for growth. We’ve spoken to experts across a range of sectors to bring you insights on how to ace FY26/27.

From looking after yourself to looking after your tech, building your teams and promoting your business to harnessing AI in the right way, our TBE community has got your back.

Getting the most out of AI

At the recent TBE Big Breakfast, a quick poll showed that 54% of businesses were using AI daily, but data also shows that most users are still just using AI as a search engine. This creates a gap in what people see in the headlines about AI transformation and autonomous agents, and what their experience and reality is. This often leads to overwhelm and putting it in the ‘too hard and too technical’ box, or buying licences that never become part of how work gets done.

But thinking of it solely as a technical issue is like outsourcing your business strategy to the IT team. It is down to the business leader to set clear guidelines on what AI should and shouldn’t be used for.

Train your teams to use the tools you already have, train them to think in workflows – breaking down their tasks to repeatable steps AI can support. For example, think about the specific steps you go through to produce a client proposal – understanding the brief, matching it to your solutions,

Intentional leadership

There are three, perhaps counterintuitive, recommendations for founders and leadership teams to improve their chances of success this year.

First, as the AI-driven business world accelerates, founders should actively slow down. Effective leadership requires sense-making, which is impossible at high speed with constant distractions. The founder’s primary role is to lead, and this means taking time, alone or with the team, to pause, align and then move forward with clarity.

Second, founders should get comfortable challenging the status quo and their business’s current operations. We often cling to what has worked before, but this can hinder progress. Founders are best placed to question established ways, embedding the idea that what got us here might not get us there.

researching the client, getting team input, drafting the response, linking to policies and cross-checking against their original requirements. Those are structured steps AI can assist with.

Don’t chase fully autonomous agents from day one. Focus on supporting the people you have to produce better proposals, gain smarter insights and improve customer communications. Taking these steps will help teams to identify where better data and automation can support them in time.

If you’d like practical support to embed AI into day-to-day work, I’m running a four-session public training programme for local businesses. TBE readers receive 10% off.

Alex Bacon AI Advisor and Trainer

For more info: brightkeel.ai

Finally, founders should spend less time in their own bubbles - business, sector, or network - and more time in new environments. This increases the chance of discovering new ideas and ways of working. Growth happens in the unfamiliar, not the familiar.

The underlying thread here is intentional leadership. Focus more time on your stakeholders’ future needs and less on operational-level challenges, which your team should be able to handle without you.

And remember, your primary function is to lead.

Nick Cramp Founder of The Rethink Collective

For more info: therethinkcollective.com

“It is down to the business leader to set clear guidelines on what AI should and shouldn’t be used for.”

“We often cling to what has worked before, but this can hinder progress.”

Supporting energy and focus at work

If you want the next 12 months to feel productive rather than exhausting, the focus needs to shift from pushing harder to supporting your physiology.

Sustained energy and concentration are not personality traits. They are biological states shaped daily by how you eat, move, sleep and recover. Gut health also plays a central role, as the gut and brain are in constant two-way communication via the gut–brain axis, influencing mood, focus and cognitive resilience.

Here are three priorities to focus on:

1. Stabilise blood sugar

Irregular eating patterns and high sugar intake can lead to fluctuations in energy and concentration. Aim for three balanced meals per day that include protein, fibre-rich carbohydrates and healthy fats. This supports steady glucose delivery to the brain and provides fuel for beneficial gut bacteria, both of which are essential for cognitive performance.

2. Prioritise key nutrients and gut-supportive foods

Omega 3 fats, B vitamins, magnesium, iron and zinc all play important roles in energy production and neurotransmitter

balance. Fibre-rich plant foods support a diverse gut microbiome, which helps regulate inflammation and produce compounds that influence brain function. Including oily fish, eggs, leafy greens, legumes, wholegrains, nuts, seeds and a wide variety of colourful plants creates a strong foundation for mental clarity.

3. Protect recovery time

Sleep, daylight exposure, regular movement and simple stress management practices directly influence the gut, nervous system and energy metabolism. Set yourself a goal for Q2 to get to bed that bit earlier, or spend ten minutes outside in daylight first thing to support your circadian rhythm. Small changes done consistently add up to big results.

High performance is not about pushing harder. It is about supporting your body’s systems so you can perform well.

Rachel Davies Registered Nutritional Therapist

Get your message across authentically

The most important thing, as the next fiscal year approaches, is to ensure you’re clear on your own key messaging. What do you stand for as a business, and what are the most important messages you want to get across over the next 12 months?

Then ensure your senior team are all aligned on these messages. These will be a great foundation for the year, and these messages should be the ones you return to throughout your communications.

The current media landscape is about being proactive (pitching your own news and opinion) but also about being reactive – being ready to respond and contribute to articles that are currently being written. They could be news analyses or wider features. By understanding your core messages, you’re in a good position to provide your expertise.

Authenticity is definitely more than just a buzzword now. Don’t rely on AI to create your content or even polish it up –

journalists want your words and your authentic take. If you’re happier talking things through than writing, by all means work with someone to capture your thoughts. But try and steer clear of using AI for this purpose, as it’s still obvious when an LLM has been used to produce copy.

Jess Morgan Founder of

Carnsight Communications

For more info: carnsight.com

The importance of tech for success

Technology is now central to how successfully a business operates and grows. Having the right technology partner in place ensures your systems support productivity, protect your data, and create capacity for innovation rather than becoming a distraction.

Start with strong foundations. Use professional cloud platforms that enable secure collaboration from anywhere. Keep devices properly managed and up to date, enable multifactor authentication across all accounts including Microsoft 365, Canva, Adobe and finance systems, and ensure data is securely backed up. Access should be limited to those who genuinely need it. These core controls significantly reduce risk while improving reliability and performance.

Beyond the basics, focus on structure and optimisation. Clear onboarding and offboarding processes, regular permission reviews, and better use of the security, automation and collaboration features already included in tools like Microsoft 365 can unlock efficiency. Many

organisations are paying for capability they are not fully using.

For most businesses, working with a proactive IT provider is the most effective way to achieve this. However, accountability is key. Frameworks such as Cyber Essentials provide an independent benchmark, ensuring agreed standards are met and responsibilities are clear. The right partner, measured against clear standards, builds resilience and supports sustainable growth.”

Jack Vesey Managing Director, BZB IT

For more info: bzbit.co.uk

“If

you want the next 12 months to feel productive rather than exhausting, the focus needs to shift from pushing harder to supporting your physiology.”

“Journalists want your words and your authentic take.”

“Keep devices properly managed and up to date.”

SPRING CLEANING YOUR FINANCES FOR THE YEAR AHEAD

As the end of the tax year approaches, it’s a good moment to step back, review your finances and make sure you’re making the most of the allowances and opportunities available.

We chatted with Gemma Watson, Managing Director at Bath based independent financial advisory firm, Belgrave Asset Management to get her top tips.

With a new tax year approaching, why is this the perfect time to “spring clean” your finances?

With the tax year ending on 5th April, it’s a natural reset point. Many allowances don’t roll over, so reviewing your finances now ensures you don’t miss valuable tax planning opportunities. Following announcements in the Autumn Budget, tax rates are increasing and some allowances are reducing over the coming years, so acting early is sensible.

What key areas should people be reviewing as we head into the new tax year?

ISA and pension allowances, Capital Gains Tax exposure, income tax thresholds, remuneration planning and estate planning.

Capital Gains Tax often gets overlooked. What should individuals be thinking about before the tax year closes?

If you hold investments subject to CGT, make sure you use your annual £3,000 allowance by rebalancing. If gains build up unchecked, you could face a larger tax bill when you sell. Where possible, move assets from taxed investments into more tax efficient wrappers. Transfers between spouses are CGT free, so equalising holdings can help both partners use their allowances.

What simple steps can help with income tax planning?

Pension contributions can reduce your income tax bill and help restore lost personal allowances. Gift Aid donations can also reduce tax. Higher and additional rate taxpayers should ensure they reclaim the extra 20–25% tax relief on personal pension contributions and Gift Aid, as this isn’t applied automatically.

If you’re a company owner or director, review your remuneration strategy: dividends vs salary, using bonus or salary sacrifice for employer pension contributions, and involving family members where appropriate. Also consider moving cash from taxable savings accounts into cash ISAs.

ISAs remain popular. What should people be checking before 5th April?

Check whether you’ve used your full £20,000 allowance — it’s “use it or lose it”. Track contributions across all ISA types to avoid exceeding limits. If you hold taxed Unit Trust investments, you could use your CGT allowance to shift funds into your ISA for greater tax efficiency.

Risk averse savers can still use cash ISAs. Note that the cash ISA allowance will reduce to £12,000 for under 65s in 2027, so maximise the current allowance while you can.

What about pensions — what should people be reviewing?

Pensions are one of the most tax efficient ways to save. Basic rate taxpayers receive an automatic 20% uplift on personal contributions, and higher rate taxpayers can claim extra relief.

Up to £60,000 can be paid into pensions annually, and many people can go back three years to use unused allowances (currently 2022/23, 2023/24 and 2024/25). If relevant, use the 2022/23 allowance now before it expires. Given the complexities, advice is recommended before making large one off contributions.

Is pension consolidation ever a good idea?

It can simplify your finances, but tread carefully. Older schemes may offer valuable guarantees that would be lost on transfer, and charges vary widely. Always review the detail first.

Protection often gets pushed down the list. What should people be reviewing?

Protection is a core part of a solid financial plan. Review life assurance to ensure it covers debts and family needs. Income protection can safeguard earnings if illness or injury stops you working — make sure the deferred period, benefit level and term reflect your situation.

Check critical illness policies for lump sum adequacy and relevant conditions. Major life events — marriage, children, mortgages, job changes — are ideal times to review cover.

For business owners, how important is business protection?

Business protection can be crucial for financial stability if an owner or key employee dies or suffers a critical illness. Key Person cover protects revenue and operations, Shareholder and Partnership cover protects ownership, Business Loan protection repays debts, and Relevant Life or Executive Income Protection can support staff benefits.

What steps should people take around wills and estate planning?

Small annual gifting allowances allow up to £3,000 each year, and you can carry back one year if unused. It’s a “use it or lose it” benefit. Keep clear records of gifts, ideally with your will.

Everyone should have a will and regularly update pension and life insurance beneficiaries, as these often sit outside the will. Consider the potential impact of inheritance tax and whether lifetime gifting or trusts might help. Lasting Powers of Attorney are equally important so trusted individuals can make decisions if needed.

How can people prepare for the unknowns in later life?

Maintain sufficient cash reserves and contribute regularly to a pension. It’s never too early to start, and tax relief helps build long term resilience.

What should people review to ensure a sustainable retirement income?

Review pension funding and investment performance at least twice a year while you’re building your pot. Closer to retirement, meet with an adviser to explore income options — there is no one size fits all.

Prepare a retirement income cashflow plan and revisit it regularly. Check your State Pension entitlement online and consider paying for missing National Insurance years if appropriate. Retirement income may also come from ISAs, rental property or part time work, all of which should be factored into planning.

What common mistakes do people make?

Not keeping a sufficient cash reserve, failing to use tax allowances, delaying essential planning like wills and protection, ignoring mortgage renewals, drawing pension income too early without considering tax efficiency, or withdrawing large sums without checking tax implications. Professional advice helps avoid these pitfalls.

If readers could do just one thing to strengthen their financial position, what would it be?

Book a financial health check with a financial adviser.

How can employers support staff with financial wellbeing?

By partnering with a financial adviser who can provide clear guidance to employees on pensions and wider financial planning.

If you’re looking to review your finances, please get in touch with the Belgrave team.

Call: 01225 484141

Visit: belgraveifa.co.uk

The April Countdown: Navigating the 2026 Tax Shift

By Calvin Healy Director & Head of Tax at Richardson Swift

As we enjoy the first glimpses of spring, the 5th April deadline is looming and while the annual tax year-end ritual often feels like a race against the clock, this year feels particularly poignant. We are standing at the precipice of some of the most significant shifts in the UK tax landscape for a generation, particularly for those of us who call Bath home to our families and our businesses.

The Big IHT Shake-up

The most significant date on my calendar right now is 6th April 2026. This marks the implementation of the new Inheritance Tax (IHT) regime for business owners. For years, Business Property Relief (BPR) was the bedrock of succession planning, often allowing 100% relief on trading businesses.

From April, we move to a capped system. With the first £2.5 million of qualifying assets exempt and a 50% relief thereafter, many local family businesses may find themselves facing an effective 20% tax rate that simply wasn’t there before. If you haven’t reviewed your Will or considered lifetime gifting in the last few months, now is the window to act before the old rules vanish.

A Note on Privacy: The Companies House ‘U-Turn’ I know many of you have been concerned about the Economic Crime and Corporate Transparency Act. The initial proposal—to force even the smallest micro-entities to publish their full Profit & Loss accounts—sent shockwaves through the local business community. For many ownermanaged businesses, your P&L isn’t just data; it’s a window into your personal income and commercial edge.

The update: Following significant pushback, there has been a pragmatic “re-calibration” (or U-turn, depending on who you ask) regarding the immediate public disclosure of these sensitive figures for micro-entities. While the move toward digital-only filing and mandatory ID verification for directors is still very much full-steam ahead for 2026, the immediate threat to your P&L privacy has been deferred. It is a welcome relief, but it serves as a reminder that the transparency net is tightening.

Your End-of-Year Essentials

Beyond the big headlines, the “bread and butter” of tax planning remains as vital as ever.

• Dividend Strategy: Dividend tax rates are set to rise by 2% for basic and higher-rate taxpayers from 6th April. If your company has sufficient reserves, it may be prudent to accelerate dividend payments into the current tax year to lock in the lower rates.

• The £60k Pension Push: Pensions remain one of the most efficient ways to mitigate the 45% additional rate of tax. With the annual allowance at £60,000, don’t forget to check if you have “carry forward” relief from the three previous years—it’s a case of use it or lose it.

• ISA & CGT Allowances: It’s easy to overlook, but ensuring you and your partner have maximised your £20,000 ISA allowance and utilised your Capital Gains Tax annual exempt amount is the simplest way to protect your long-term wealth from the “fiscal drag.”

Looking Ahead

At Richardson Swift, we often say that the best tax planning isn’t done in a hurry on 4th April. It’s a conversation that happens over coffee, looking at the next five to ten years of your life and business. Whether you’re navigating the new IHT caps or preparing for the mandatory digital reporting of Making Tax Digital (starting for many this April), the goal is the same: clarity, compliance, and peace of mind.

If you want to find out more about outsourcing your finance function, contact us on 01225 325580 or email: hello@richardsonswift.co.uk

“Beyond the big headlines, the ‘bread and butter’ of tax planning remains as vital as ever.”

10 reasons why you should use a Finance

Broker

by Steve Barrett and Daniel Smith, Co-Founders, SWBF

1. Expert financial advice

Securing finance can be overwhelming, with numerous options to choose from. Finance brokers offer expert advice on different structures and products, drawing on extensive industry knowledge to suggest solutions clients may not have considered. They help clients understand the most suitable products, share insights into market conditions, and remove the need for time consuming research, allowing clients to make informed decisions with confidence.

2. Saving time and money

Brokers have access to a wide range of lenders and products and can quickly research the market to find the best deals. They handle the legwork and often negotiate better terms and rates, streamlining the process and helping clients secure funds faster. This is especially valuable for those short on time or unfamiliar with the finance market.

3. Skills, experience and contacts

Finance brokers understand the industry, products, risks and benefits. They guide clients through available options and use their wide network of lenders and advisers to access products that may not be publicly available. Their contacts can also help secure better terms.

4. Access to a wide range of lenders

With over 200 lenders in the market, choosing the right one can be difficult. Brokers have relationships across the sector, including alternative finance providers such as crowdfunding, invoice finance and peer to peer lending. This increases the chance of securing the right finance and negotiating competitive terms.

5. Personal customer service

Brokers take time to understand each client’s financial position and business needs. They provide tailored advice, support with applications, and a single point of contact throughout. This is particularly helpful for small businesses or startups without an internal finance team.

6. Working with the client

Brokers act in their client’s best interests, considering risk tolerance, goals and industry trends. They offer guidance that supports long term business decisions.

7. Support

Their broad market view and understanding of lender policies help clients navigate complex decisions, especially when expanding or planning strategically.

8. Trusted partner

A good broker becomes a supportive partner, explaining options, managing negotiations and ensuring a smooth process. Their industry network can open doors to otherwise inaccessible finance solutions.

9. FCA regulation

Some brokers are FCA regulated, offering added security, professionalism and complaint procedures. They must meet strict standards and act in clients’ best interests.

10. Members of an independent trade body

Membership of the NACFB gives brokers access to training, market updates and exclusive products. Clients benefit from up to date knowledge and a fair complaints process. If you are looking for financial support for yourself or your business, get in touch with a member of our team today.

Find out more at:

“We’re very proud to have been supporting our clients on their business and funding journeys over the past 11 years and watch them grow.

The team at SWBF has a huge amount of industry knowledge and experience, over 400 years between us all, so please don’t hesitate to reach out if you have any questions about finding finance for your business or property projects, we’d be happy to help!”

Bath Building Society’s CEO on heritage, growth and the future ahead

Bath Building Society has been at the heart of its community since 1904. Today, it supports more than 20,000 savers, 1,850 mortgage Members and employs over 90 colleagues across Bath.

In the first instalment of our two-part interview, we spoke with CEO Richard Ingle to explore how the Society is evolving, investing and staying true to its mutual roots.

How does Bath Building Society’s heritage influence the way you lead the organisation today?

The Society has fantastically loyal Members, many of whom have been with Bath for decades, as well as many new Members. We were originally formed as an Investment Society back in 1904, a group of businesspeople clubbed together funds to buy properties in Bath, then allocate them out to the original Members of the Society by lottery.

The Society became a regular Building Society in today’s format in 1953, offering a consistently good return on savings and deposit accounts and a wide range of mortgages to support people’s ambition to own their own home. The core purpose of the Society has not changed significantly through time, with our purpose being to help Members live sustainable and financially resilient lives.

How do you maintain a close-knit, Member-focused culture as you grow?

Our savings and mortgage customers are our Members, who own their Society. We have no shareholders, so it’s really easy for Society colleagues to prioritise who we share financial value with and provide the best possible service and support to, because it’s the same group of people, the Society’s Members.

We offer our Members opportunities to meet with me to encourage constructive feedback, hear what’s important to them and what we’re getting right, and areas they think we could improve on.

This is through face-to-face Member Forums and an online Member Panel. They also have an opportunity at our AGM each year to engage with us and the Board of Directors.

Our clear focus on our Members is an integral part of new colleagues’ induction and is reinforced every month in executive team update calls with all colleagues, which always include reports of how the Society has provided exceptional service to a mortgage Member and a savings Member.

Many financial providers have moved away from the High Street, but the Society continues to invest in physical presence through its Bath branches. Why is this still such an important part of your strategy?

Our Digital First – Always Human summarises our focus on providing a great digital experience for Members, always backed up by making it very straightforward to speak to a Society colleague to get personal help or guidance. This commitment to personal service is reflected by our continued presence on the High Street. We have refurbished both of the Society’s branches in the last three years, to make them a great environment for colleagues to help Members face-to-face. We invest in providing the best possible service in person and digitally, and we can afford to do this because we don’t pay a dividend out to shareholders.

The Society welcomed more than 1,000 new Members last year and achieved over £100 million in gross mortgage lending. What’s driving this growth?

Providing both in-person and digital services is a core part of our ambitious growth plans for the future, to serve many more Members, especially in and around Bath. We are making a huge investment in new IT systems to provide a great digital experience. We are investing in our colleagues to provide excellent in-person service. When we have completed the IT investment programme in early 2027, the slick new systems will power our future growth. We have already doubled gross mortgage lending in the space of two years, to over £100 million in 2025, by investing in developing our existing colleagues and bringing talented new people into the Society.

With strong demand for Fixed Rate Bonds, ISAs and the Lifetime ISA, how do you balance short-term competitiveness with long-term financial resilience?

In setting the interest rate on the different savings and deposit accounts, we aim to provide consistently great value to Members, with the average interest rate on the Society’s accounts being 0.56% higher than the market average for all savings accounts available in the UK. We never offer teaser rates to entice people with eye-catching interest rates, then quietly move them onto a lower rate. We are only rarely at the top of the best buy rates, because we only offer an interest rate to savers that we can afford to maintain.

You have plans to introduce a new Limited Access savings account in 2026. How does this fit into your wider savings strategy?

Up to now, we have offered instant access savings accounts to savers who need to maintain immediate access to their savings, together with Fixed Rate ISAs and Bonds for those savers who can lock some of their money away for a year or two in return for a higher interest rate. We also offer a 60-day notice account for those savers who can afford to wait a couple of months to access their savings.

Members have told us that they would value being able to get immediate access to their funds once or twice a year without having to give notice, so we will be offering a new limited-access savings account in the coming months. Look out for this arriving soon!

Read the second half of Richard’s interview in our Summer magazine.

“We offer our Members opportunities to meet with me to encourage constructive feedback” For more

Skills, adaptability and AI shape the 2026 hiring landscape

Jayla Wilcox is Managing Director of Simple Recruitment. Based in Midsomer Norton, the team recruit for both temporary and permanent recruitment solutions within the industrial and commercial sectors at all levels across Bath, Somerset and Wiltshire. We met Jayla to find out more about hiring trends and intentions this year.

What’s the biggest hiring trend you’re seeing so far in 2026?

The biggest trend we’re seeing is selective growth with a focus on productivity. Employers are hiring, but far more strategically than in previous years. Instead of large headcount expansion, businesses are targeting roles that directly drive revenue, digital transformation, operational efficiency, and risk management. Rather than “growth at all costs,” it’s now about smart, capability-led hiring.

What does the skills picture look like right now?

The skills landscape is evolving quickly. We’re seeing high demand for:

• AI literacy and automation capability

Data analysis and data-driven decision making

• Commercial acumen across mid-level roles

At the same time, soft skills are becoming even more valuable. Adaptability, communication, stakeholder management, and learning agility are often what differentiate candidates.

Skills based hiring is being talked about everywhere. Is it really happening?

We are genuinely seeing employers shift away from rigid degree requirements and traditional career paths. Hiring managers are increasingly asking us to assess capability over credentials, particularly in technology, operations, and customer-facing roles. However, in highly regulated sectors (finance, legal), formal qualifications still carry weight. So yes, skills-based hiring is happening, but it’s most effective when combined with structured assessment and practical evaluation, rather than simply removing degree requirements.

How is technology, especially AI, changing recruitment?

Automation is speeding up CV screening, interview scheduling, and candidate matching. AI-driven chat tools and personalisation are improving communication and response

times. Skills testing platforms and predictive analytics are helping employers make more data-informed hiring decisions. That said, human judgment remains critical. AI enhances recruitment, it doesn’t replace relationship-building, cultural assessment, and nuanced decision-making.

Flexible and hybrid work — still a priority?

Hybrid work remains a strong expectation among mid-tosenior professionals. However, we are seeing more structured policies emerging compared to the fully flexible approaches of 2022–2024. Many employers now operate with:

2–3 fixed office days

• Clear in-person requirements

• Performance-based flexibility

Fully remote roles still attract the highest volume of applicants, but hybrid models are becoming the standard compromise. Flexibility is no longer just a perk, it’s part of the employer value proposition.

With so much change, what’s your advice to local employers?

1. Hire for adaptability, not just experience: the market is moving quickly, people who can learn and evolve will outperform those with static skill sets.

2. Be clear and decisive in your hiring process: top candidates are still in demand and will not wait through prolonged decision-making.

3. Align hiring with long-term strategy: every role should connect directly to business outcomes, productivity, innovation, revenue, or risk reduction.

As the hiring landscape continues to shift, Jayla and the team at Simple Recruitment are focused on what they do best — providing reliable temporary and permanent recruitment solutions for industrial and commercial businesses across the region. Whether you need extra hands at short notice or you’re looking for the right long-term hire, their approach is rooted in straight, honest advice and a deep understanding of the local market.

To give TBE readers an extra boost this year, Simple Recruitment is offering 10% off the invoice value when they place a permanent position with you.

Quote:TBESR10

To find out more visit: simplerecruitmentltd.co.uk or call 01761 235741

Stop Managing Paperwork. Start Growing Your Business.

Outsource your company secretarial obligations to experts and stay compliant, protected and focused on what really matters - running and scaling your business.

As a business owner, your time is best spent leading your company, not managing statutory paperwork. Yet every limited company, LLP and even dormant company has legal obligations to meet. From annual confirmation statements to director updates and PSC records, the requirements are ongoing and increasingly detailed. Missed deadlines or small errors can result in penalties and unnecessary stress.

Outsourcing your company secretarial services to Goughs provides reassurance that everything is handled properly and on time. We oversee your filings, maintain accurate statutory registers and ensure Companies House requirements are met, reducing risk and freeing your team to focus on growth.

Our corporate secretarial services

We provide comprehensive support, including:

• Preparation and timely filing of annual confirmation statements

• Management of event-driven filings such as director appointments, resignations and registered office changes

• Maintenance of statutory registers and PSC records

• Identity verification in line with current Companies House requirements

• Proactive deadline monitoring with a tailored compliance calendar

• Board and shareholder resolution templates and drafting support

Why work with Goughs

Our team combines legal expertise with a practical understanding of how businesses operate. We offer:

• Reduced risk of Companies House penalties and compliance gaps

• Accurate, auditable statutory records maintained by professionals

• Ongoing compliance oversight without the need for a full-time in-house secretary

• Confidence that every filing and update is completed correctly

You retain full visibility and control, with the comfort of knowing the detail is being managed carefully behind the scenes.

Flexible support options

Choose an annual retainer for ongoing compliance management or ad-hoc assistance for one-off changes.

With tiered service levels to suit businesses of different sizes and complexity, Goughs delivers dependable, professional company secretarial support designed around your needs.

Featured Lawyers: Rukshan Attapattu

Associate Solicitor - Corporate & Commercial rukshanattapattu@goughs.co.uk 01249 475902

Megan Solomon

Solicitor - Corporate & Commercial megansolomon@goughs.co.uk 01225 715082

To speak to a member of the Corporate team on how we can help you and your business, contact us directly via corporate@goughs.co.uk. We look forward to working with you.

BATH’S MOST INSPIRING WOMENAS VOTED BY YOU

By Anita Jaynes Founder, The Business Exchange

We’re delighted to announce Bath & Somerset’s Most Inspiring Women 2026 – as voted by you. We’re thrilled to once again recognise the women in our community who are doing good things, driving change, leading by example and supporting those in need.

Every weekday throughout March, all the women listed below will be profiled and championed on www.tbebathandsomerset. co.uk and via LinkedIn.

To mark five years of TBE’s Most Inspiring Women, we’re also hosting a special event on Thursday 12th March at Victoria Art Gallery in Bath. All women recognised over the last five years, including this year’s lists across Bath & Somerset and Swindon & Wiltshire will be presented with commemorative pins.

Here are the thoughts of just a few of the women on being recognised this year:

How does it feel to be recognised as one of Bath & Somerset’s Most Inspiring Women?

“It feels incredibly humbling. I grew up in a working-class family where ambition was encouraged, but visibility wasn’t necessarily something we were taught to seek. So to be recognised in this way feels both surreal and grounding. If anything, it reinforces what I already believe, that leadership doesn’t have to look loud or corporate or traditionally powerful. It can look thoughtful. It can look values-led. It can look human. And if my work gives other women permission to lead in a way that feels authentic to them, then that recognition means even more!”

Alice Crozier, The Rethink Collective

“Amazing. There are so many inspirational women that I have the privilege of working alongside and that I admire greatly. To be recognised in this way means a lot to me.”

Becky Somerset 3SG

“I feel truly honoured and grateful. To be recognised in a city as supportive and community-focused as Bath is very special, particularly when the work we do is rooted in helping families navigate difficult moments with dignity.

“This recognition belongs as much to our clients, colleagues and local professional community as it does to me. It strengthens our commitment to making family law more about the people and families involved, helping people move forward with hope.”

Tina Marshall, Kelliher

“I’m incredibly proud — not just for myself, but for my girls, who get to see that you can build a meaningful career, show up for your family, and still make space to support others. Being recognised as one of Bath’s Most Inspiring Women feels like recognition of the whole picture.

“If anything, it reinforces what I’ve always believed: success isn’t just about titles or outcomes, it’s about impact. It’s about connecting people, creating opportunity, and helping others move forward. To be recognised for that means a great deal.”

Clare Jonik, Feel Good Marketing

Clare Jonik, Dialect & Feel Good Marketing Co

Sara Grimes, Bath & West Community Energy

For more info: www.bwce.coop

www.linkedin.com/in/megan-chiplen-

For more info: www.icanandiam.com

Hannah Wilson, B&NES Women’s Leadership Network

For more info: www.linkedin.com/in/hannah-wilson-

Sarah Loveless, Goughs Solicitors

For more info: www.goughs.co.uk

Alison Watson, Juice Recruitment

For more info: www.juicerecruitment.com

Lauren Bennett, Amplify

For more info: www.linkedin.com/in/laurenbennett02/

Ruth Keily, Mentoring Plus

For more info: www.mentoringplus.net

Sophie Hall, Wealthtime

For more info: www.wealthtime.com

Anna Smith, Quartet Community Foundation

For more info: www.quartetcf.org.uk

Becky Somerset, 3SG

For more info: www.3sg.org.uk

Tina Marshall-Kelliher & Victoria Barnett One Family Law

For more info: www.onefamilylawsolicitors.com

Emma Page, Thrings

For more info: www.thrings.com

For more info: www.bathmind.org.uk

Jeanette Sims & Heleni Covary, Bath Mind This feature is proudly sponsored by Milsted Langdon

Milsted Langdon is proud to be part of TBE’s Most Inspiring Women Campaign. It’s important to highlight the contribution that women make to the business and wider community, and to lead by example whilst encouraging and empowering the next generation. Bath & Somerset’s Most Inspiring Women in partnership with...

Adapting when the unexpected happens: Why contingency planning really matters

By Paul Holmes Managing Director, PCH Business Consultants

Over the past few months, I’ve seen an unusual number of unexpected situations affect businesses I work with, friends and people in my wider network.

Accidents, serious personal crises, and business scenarios so unlikely, that no amount of traditional risk management would have identified them in advance.

In my work, I often help growing businesses introduce risk management frameworks, risk registers and continuity plans. Usually, this happens at the point where a business is becoming more structured and less reliant on a single individual.

The initial reaction is often sceptical: “You can’t predict everything, so what’s the point?”

And they’re right, you can’t predict everything. But that’s not what this exercise is for.

The purpose of risk planning is to make sure the obvious and high-impact risks are at least considered.

What happens if a major customer goes out of business?

If cash flow tightens unexpectedly?

If a key supplier fails?

Or, perhaps most overlooked of all, what if a key person simply doesn’t turn up on Monday morning? They resign, have an accident, win the lottery, or even worse. Nobody thinks it will happen to them… until it does.

The same question applies to business owners themselves. If you were suddenly unable to work, even temporarily, what would happen to the business?

You may not be able to predict the event yet you can absolutely plan for the impact. That’s where contingency planning earns its keep.

Ironically, I’ve learned this lesson personally. Over Christmas, a sudden and devastating accident involving the mother of my boys turned our worlds upside down.

Overnight, I became a full-time dad while still trying to run multiple businesses and support clients. Six weeks on, I’m not out of the woods yet.

I had planned contingencies for the basics: a diverse client base, trusted associates to cover skills gaps, teams and processes that could absorb pressure.

What I hadn’t planned for was the impact on me. Losing around 50% of my available working time forced rapid change and pushed my capacity to its limits.

Slowly, a new plan is emerging. It’s been exhausting, but support has been there and the ability to adapt income and

South West Investment Fund backs Right Pear

focus over the next six to 12 months, will allow me to be present where it matters most.

No matter the size of your business, things will go wrong at some point. When they do, will you have done enough to survive?

Make time now to plan for what could happen. It may make all the difference when the unexpected arrives.

If you’d like support walking through a practical risk and contingency planning process, feel free to get in touch.

And to everyone I know personally or professionally — dealing with something difficult right now: you have my genuine sympathy.

To get in touch email: paul@pch-consultants.co.uk or call: 07715 008 521

Visit: pch-consultants.co.uk

For more info: swigfinance.co.uk rightpear.co.uk

Bath-based recruitment company Right Pear is investing in new tech to help it expand, thanks to funding from the British Business Bank’s South West Investment Fund.

Delivered by SWIG Finance, the funding will allow the business to invest in software that automates and speeds up aspects of the business, allowing Founders Giles Ellison and Jonny Hathrill to focus on growth.

The South West Investment Fund provides loans from £25,000 to £2 million, and equity investment up to £5 million, to help SMEs across the South West to start up, scale up or stay ahead. SWIG Finance is the appointed fund manager for the smaller loans part of the fund.

Giles and Jonny launched Right Pear 18 months ago, assisting businesses across all sectors in the recruitment of accounting personnel.

Giles said, “We tend to work best with organisations that value close collaboration and partnership. Being able to work directly with leadership teams means we can have a meaningful influence on recruitment processes and deliver stronger, more aligned outcomes.

“We look for both a strong technical

fit and a genuine cultural fit. That means not only matching the right skills, but also the personality and behaviours that will complement the team. It’s not about sending ten CVs and hoping one sticks – it’s about presenting three to five candidates who are genuinely right for the role.”

When a client’s own networks and referrals yield no results, Right Pear can step in to discuss what a business is looking for and benchmark the salary using market guidance.

The pair dedicated a ‘rollercoaster’ first year to securing retained business, garnering five-star reviews in the process.

Giles added, “We came to realise you shouldn’t underestimate the amount of stuff you have to do, beyond the day-to-day job, when running a business. You spread yourself very thinly if you try to do it all yourself, so there’s value in investing in technology that allows you to focus on recruitment rather than admin.”

For Right Pear, that meant software

capable of helping to map out the emerging market of businesses in need of their services, and to reach the right candidates at the right time before anyone else.

Jonny said, “Software has released more of our time to spend on relationship building, which is a key part of the business – meeting people in person is crucial to this.”

Giles and Jonny first met Adele Jones, Associate Business Manager for SWIG Finance shortly after launching Right Pear and were referred to her as a client 12 months later.

Adele said, “Helping businesses at this stage is vital to ensure they can achieve their next stage of growth. Jonny and Giles’ plans were really important to ensure the development of Right Pear but given the limited business trading history, their options were limited.

“I could see SWIG funding would create the positive impact they needed, and Jonny and Giles were great to do business with –with their hard work, we were able to provide

David Tindall, Senior Investment Manager at the British Business Bank, said, “Right Pear is a good example of a South West business investing in technology to drive productivity and customer acquisition. Having supported the business through our Start Up Loans programme, we are delighted that our South West Investment Fund is able to support its further growth.”

The purpose of the South West Investment Fund is to drive sustainable economic growth by supporting innovation and creating local opportunity for new and growing businesses across the region. It is increasing the supply and diversity of early-stage finance for South West businesses, providing funds to firms that might otherwise not receive investment and helping to break down barriers in access to finance.

It operates across the whole of the South West region, including Bristol, Cornwall and the Isles of Scilly, Devon, Dorset, Gloucestershire, Somerset and Wiltshire.

Newark Works moves into final phase with Building 4 expansion

Newark Works is a landmark of Bath’s industrial past. Built in the 19th century, the former engineering site played a central role in the city’s manufacturing history before standing empty for decades. Its regeneration has shown how heritage buildings can support modern business while keeping the character that makes them special.

Following a £9 million restoration, Newark Works reopened in 2022 as a 40,000 sq ft creative workspace. Original cranes, riveted steel beams and exposed brickwork sit alongside contemporary facilities including meeting rooms, breakout areas and event spaces. The result is a workspace that feels distinctive, practical and rooted in place. Members include architects, designers, digital agencies, developers and medical diagnostics firms. Many say the environment helps them attract talent and collaborate more easily.

Newark Works is now part of Bath’s wider creative and digital ecosystem. It has hosted Bath Digital Festival, Third Thursday Social, and collaborations with Fringe Arts Bath and the University of Bath. Its Crane Hall has welcomed talks, exhibitions and screenings, strengthening its role as a community asset as well as a workplace.

“From day one, Newark Works has been more than

just workspace it’s a catalyst for creative interaction and innovation,” said Founder Richard Pearce.

With the site nearing full occupancy, the final phase of development marks the next chapter. Building 4 will offer two new units of over 2,500 sq ft each, providing flexible workspace for creative firms and established businesses looking for a Bath base. The units can be let individually or combined into a two-storey space, with completion due in early spring.

The project has also contributed to wider improvements in the Bath Quays area. These include better pedestrian access, the opening of Newark Bridge and support for local independents such as Mokoko Bakery. Together, the developments have strengthened the local business ecosystem and made the area more accessible and vibrant.

Building 4’s two new 2,500+ sq ft units will be available from Spring 2026.

newarkworks@tcnuk.co.uk

The National Self Build & Renovation Show

May 15th - 16th

» 67,000 sq ft exhibition space

» Over 200 supplier & manufacturer displays

» Brand new retrofit zone

» Extensions & home improvements

» Energy efficiency advice

» Theatres with free seminars

» Real life case studies

» Guided educational tours

» Free parking

More info & FREE tickets at nsbrc.co.uk (£12pp on the day)

Fri & Sat: 9am - 5pm

Swindon M4 Junction 16

Planning a build or renovation? Start here.

The National Self Build & Renovation Showhelping you create your perfect home

Friday 15th - Saturday 16th May

Produced by the National Self Build & Renovation Centre (NSBRC), the UK’s award-winning Self Build and Home Improvements Visitor Centre, the May Show offers two full days of masterclasses, case studies, seminars and an unrivalled line-up of experts on hand to share their advice. It is an ideal event for anyone seeking a plot to build a brand-new house, renovating a tired property or considering an extension to an existing home.

The Show features a timetable packed with informative and impartial talks designed to inspire visitors’ homebuilding plans. Alongside more than 200 exhibitors within the NSBRC’s unique Trade Village, the Professional Services Hub provides independent, free expert advice from a wide range of specialists. Visitors will find Architects and Designers, along with experts in Planning, Project Management, Site Safety, Landscaping and more.

The Build It Theatre hosts essential self build topics covering everything needed before starting a project, including finding land, budgeting, planning, VAT reclaim and the latest building regulations. The Sustainability Theatre focuses on how to mitigate rising energy and other household costs. Experts will explore technologies such as insulation, air source heat pumps, solar panels and triple-glazed windows.

Since opening in 2007, the Visitor Centre has welcomed more than a quarter of a million people seeking support in creating Better Sustainable Homes. Sustainability is central to how the NSBRC operates. The organisation recognises the environmental impact of running a business and is committed to continually reducing it. This commitment was recognised when the NSBRC was awarded Sustainable Business of the Year at the 2025 TBE Awards, an achievement the team is incredibly proud of and one that reflects the values at the core of their work.

The National Self Build & Renovation Show

May 15th - 16th

Top tips for making the most of your visit:

1. Arrive early. With a full programme of talks, demonstrations, case studies and tours, visitors will want plenty of time to explore. Doors open at 9am, with the first talks at 10am.

» 67,000 sq ft exhibition space

2. Bring plans, drawings and sketches. These help experts and exhibitors offer tailored advice.

» Over 200 supplier & manufacturer displays

3. Ask questions. Experienced representatives will be available to share guidance based on their knowledge.

» Brand new retrofit zone

Show highlights include:

» Extensions & home improvements

Guided educational tours of life-size exhibits

» Energy efficiency advice

Live panel debates

• Free Self Build Course taster sessions

» Theatres with free seminars

• One-to-one Expert Advice (Booked on the day at the Booking Desk. Arrive early to avoid disappointment.)

» Real life case studies

Free advance tickets are available at: nsbrc.co.uk.

» Guided educational tours

» Free parking

The NSBRC is located at Junction 16 of the M4, with plentiful free parking.

NSBRC_May_Show_Bus_Exchange_FPA.indd 1

DEVELOPING WORKFORCE CYBER-SECURITY EXPERTISE

by Ian Sandham Operations Manager at Mark Richard Insurance

Organisations across industries increasingly rely on digital technologies, which could leave them vulnerable to cyber-attacks. Notably, the rapid evolution of particular technologies, especially artificial intelligence (AI), has reshaped the makeup of specific job roles, leaving employees struggling to keep pace.

According to a 2024 study by the non-profit organisation the International Information System Security Certification Consortium, 90% of organisations have skills gaps within their security teams, with AI cited as the most significant skills shortage. Other noteworthy gaps included cloud computing, zero trust, incident response and penetration testing.

Taking steps to plug cyber-security skills gaps and develop cybersecurity expertise can help organisations reduce their exposures, remain compliant with security regulations and remain competitive in their sectors.

Organisations should consider the following tips for enhancing cyber-security expertise among their workforces:

• Upskill employees. Robust employee upskilling through workforce cyber-security training and other initiatives can help employees stay abreast of the latest cyber-techniques and threats. Training efforts should include opportunities to develop hands-on practical skills, and employers should use certified training providers; the National Cyber Security Centre has a list of experienced training suppliers. Employers could use outside speakers and company-wide messaging to disseminate guidance on new or evolving risks. Ultimately, cyber-awareness and upskilling programmes must have leadership buy-in and be led from the top.

• Develop a talent pipeline. Employers should review their hiring practices to develop a talent pipeline that can fill cyber-security skills gaps. Ways to do this include increasing workforce diversity (eg initiatives to attract women and other untapped talent pools), adopting skills-based hiring and finding ways to bring the next generation into the workforce (eg apprenticeships). A diverse workforce can ultimately enhance problem-solving, innovation and protection against evolving threats.

• Add cyber-security knowledge. Where employers identify significant gaps in cyber-security expertise, they could consider employing a consultant or using a third-party service as a quick solution while they build specialised cyber-security knowledge in-house.

Cyber criminals are actively seeking new targets every day, so cyber security needs to be a top priority for every Organisation, large and small.

Last Summer there was a high profile cyber incident when car manufacturer, Jaguar Land Rover was hit by a major cyber-attack that halted production and compromised critical IT systems. The attack disrupted the production of tens of thousands of vehicles, leaving dealerships in multiple markets with low stock, delayed deliveries and parts shortages.

Please contact us today to discuss your cyber insurance needs and any concerns you may have.

BUSINESS, CAR & HOME INSURANCE

Mark Richard is an independent, community orientated insurance broker, offering a truly personal service to businesses and individuals.

Book your training today and keep your team safe.

DOES YOUR WORKPLACE NEED FIRST AID TRAINING?

Make sure your workplace is prepared for the unexpected with our Accredited First Aid Training Courses.

Victoria Parker celebrates her first year as Chief Operating Officer at WestSpring IT

Technology company WestSpring IT is celebrating the first anniversary of Victoria Parker joining the business, reflecting on a year that has combined operational change, team development and continued investment in systems to support rapid growth.

Victoria joined WestSpring as Chief Operating Officer following a 20-year career in specialist technology recruitment, where she rose to operations director level. Headhunted to support WestSpring through a period of expansion, she moved into a new industry with a clear operational focus on building on the company’s already strong foundations.

“My priorities when I joined were people, systems and process, and I’m proud of the positive steps we’ve taken this year,” said Victoria.

“It has been a steep learning curve moving into a new industry, but a hugely rewarding one. The team have been incredibly open, welcoming and receptive to change, and it’s been brilliant to see people develop, step up into leadership roles and thrive.”

Over the past year, WestSpring has seen significant internal progression, with team members stepping into senior management roles for the first time and embracing new responsibilities. The business has also made strategic new hires and has invested heavily in technology, including the rollout of a new core system for managing client tickets and

projects, upgrades to existing platforms and the introduction of new CRM and client strategy software.

Victoria has also introduced formal client satisfaction reporting, recording a client happiness score of 96 per cent. The investment in technology and structure has been designed to support analysts and improve efficiency while maintaining a strong client-first approach.

“All of my team have been extremely welcoming, but also very open to change which has been brilliant to see. Without fail everyone has answered my questions, listened and responded to new ideas or different ways of working,” she added.

Emma Carter, WestSpring CEO said, “This has been a year of change for us all and having Victoria alongside me on this journey has been rewarding. We have understood each other’s ideas and plans and worked together with our team to move forward even more positively.”

Looking ahead, Victoria will continue to work with the team on further operational improvements, technology investment and ISO accreditation.

Discover trusted businesses from across our region. Our directory brings local suppliers together in one place, making it easier to find the support you need while strengthening our local economy. With such a diverse range of businesses and talent on our doorstep, why look anywhere else when building your supplier network?

1st Office

We are the largest independent print and document management solutions provider in the South Westestablished for over 30 years. Please get in touch for all your photocopier, printer, scanner and hybrid mail needs. 1st-office.com

Boatman Admin Services

Running your own business should mean going after the dream – working on ideas and projects that you believe in. But how to stay centred on what matters when there’s so much else to do? That’s where we come in. Our virtual admin assistant service can support you by taking care of all those critical tasks that are hard to find time for. boatmanadmin.co.uk

Hills Waste Solutions

We provide local businesses with a reliable, flexible and personal commercial waste service. We offer practical help and advice to improve recycling rates, reduce waste costs and recycle more. Commercial waste is our business, leaving you to run yours. hills-waste.co.uk

Just Shredding

We dispose of all your unwanted paperwork and confidential bills in a safe and responsible manner. We fully recycle every single document with 100% Data Protection guaranteed. A waste destruction certificate is always provided for your peace of mind. justshredding.co.uk

AGM

AGM has shaped town and rural environments for over 15 years. The award-winning consultancy delivers clear, practical planning and property development advice, preparing, submitting and managing applications across the South West. Every project receives individual care to maximise its chance of success. agm-ltd.co.uk

Lisa Parmley Mortgage Management

From start to finish, we take the stress out of mortgages, keeping you informed and in control. With access to a full range of lenders, we secure the best deals. We support all types of buyers, including complex cases, and offer protection to safeguard you, your home, and your loved ones. lparmleymm.co.uk

Confident Cashflow

Supporting businesses to tackle late payment and create predictable, positive, profit-generating cash flow. confidentcashflow.com

EDUCATION

University of Bath School of Management

Established in 1966, we are one of the UK’s leading business schools. Our programmes include the Bath MBA, the DBA in Higher Education Management, and a range of master’s and undergraduate degrees. bath.ac.uk/schools/school-of-management

Otters Home Search

Otters Home Search is an independent South Cotswolds consultancy using over 40 years’ experience to manage your property search, negotiation and purchase. Whether moving for lifestyle, upsizing, downsizing, multi-generational living or securing an investment near your child’s school, we guide you smoothly to the right home. ottershomesearch.com

CREATIVE

Barbara Leatham Photography

With over 30 years’ experience in my field, I offer photography training and commercial photography services for businesses. I also work alongside marketing agencies and art directors fulfilling client projects.

barbaraleatham.co.uk

Carnsight Communications

Carnsight Communications is a Bath-based PR and communications consultancy. We create strategies and campaigns to showcase brilliant work, helping businesses to get noticed by the right audience, at the right time. carnsight.com

N3 Display Graphics

We create signage, office and vehicle graphics, plus exhibition displays for clients across the UK. With extensive experience, we ensure your brand is presented in the best possible way. We support a wide range of organisations, including office fit-out firms, property and facilities teams, museums, charities, retail businesses and visitor centres. n3display.co.uk

Bath Digital Festival

What if your organisation could spend three days building visibility, partnerships and insight in one place? Bath Digital Festival convenes business, education and innovation leaders from across the region and beyond to explore the future of work, technology and growth. Attend, contribute or sponsor to help influence business and innovation. techspark.co/bdf/

Resolution Design

Digital marketing experts, helping ambitious businesses grow since 2007. Our digital marketing services are tailored specifically for SMEs looking to grow. We possess the strategic, creative, AI and technical expertise necessary to generate the awareness and enquiries essential for commercial success. resolutiondesign.co.uk

BrightKeel AI

BrightKeel AI helps scale-ups use AI and automation to grow without extra headcount. Founded by Alex Bacon, it offers assessments, training and implementation support to show SME leaders where time is lost and how to automate repetitive work, freeing teams to focus on customers, creativity and strategy that drive growth. brightkeel.ai

Compass Video

Compass Video is a multiple award-winning production agency specialising in corporate video, animation and photography, centred on professional storytelling. We manage the entire production lifecycle, creating high-impact assets. We train clients to make day-to-day content and manage social channels to maximise value.

compassvideo.com

Scott Media

Fiona Scott is a journalist with more than 35 years’ experience and has run her own media consultancy for 18 years. Three years ago, her stepdaughter Lauren Roberts joined the business. Fiona and her team help business owners, experts and non-profits raise their profiles through media, social media, blogging, animation and video. scottmedia.uk

Systemagic

We provide people-focused IT support, cloud and internet services with no long-term contracts. We understand how vital technology is to your business and the people involved in it, which is why we take time to understand your requirements. systemagic.co.uk

HR & RECRUITMENT

Simple Recruitment (South West) Ltd

Simple Recruitment has been finding jobs for people and people for jobs for almost 17 years. We recruit for both temporary and permanent recruitment solutions within the industrial and commercial sectors at all levels across Bath, Somerset and Wiltshire. simplerecruitmentltd.co.uk

Juice Recruitment

Established in 1998, Juice is proud to partner with some of the world’s most ambitious brands. Cultivating longstanding relationships, we are committed to accelerating ambitions and creating instrumental partnerships that allow individuals to fulfil their full potential. juicerecruitment.com

KR HR & Training Consultancy

Over the past decade, KR HR & Training Consultancy has built a reputation for consistency, professionalism and trust. Providing a combination of strategic and hands-on HR consultancy, management development and HR systems, we enable organisations to build capability, adapt to change and achieve goals by getting their people practices right. krhrconsultancy.co.uk

Fractional Finance

We partner with start up and scale up businesses, to give them the data they need to make better business decisions, combined with support and accountability to help them achieve their vision. fractionalfinance.co.uk

FW Capital

FW Capital invests in SMEs located across the South West and Wales. We manage a range of funds providing loans to help businesses achieve their growth plans. We have an experienced team with a track record in supporting business growth.

fwcapital.co.uk

Richardson Swift

A fresh, paperless approach to accountancy. Working with the latest tech and responsive apps which integrate with industry leading software, we take a strategic and advisory role in our clients’ businesses, giving you real-time data to facilitate in decision-making. richardsonswift.co.uk

SWBF

We are experts in finding funding solutions. We use our unrivalled experience in the banking industry to secure finance for your business. We advise on property investments & developments, commercial mortgages, invoice finance, asset finance and more. swbf.co.uk

Milsted Langdon

An independent firm of Chartered Accountants with offices across the South West including Bath, Bristol and Yeovil. We’re one of the UK’s Top 100 accountancy firms and we’re a member of MGI Worldwide, a top ranked global accounting network.

milstedlangdon.co.uk

SWIG Finance

SWIG is a people-based company that provides loans and support to help smaller businesses in the West Country grow. We base our lending decisions on potential rather than collateral, which means we can support businesses when others can’t.

swigfinance.co.uk

Goughs Solicitors

Goughs is a leading local law firm with offices in Corsham, Chippenham, Calne, Devizes, Melksham and Trowbridge. Goughs offers a wide range of legal services including family law, corporate, private client and residential property. goughs.co.uk

Mark Richard Insurance

For more than 50 years we have provided a truly personal and professional service to businesses and individuals. When you buy a policy from us, we provide not just a policy but our promise. markrichard.co.uk

Thrings

Thrings is an award-winning law firm focused on enabling growth and success for its clients. With offices across the South West, including in Bath, Swindon, Bristol, Frome and the Wye Valley, its ‘one firm’ approach enables individuals and businesses – from entrepreneurs and start-ups to SMEs, large corporates and multinationals – to benefit from expert, tailored advice. thrings.com

Elm Workspace

We are the South West’s leading office furniture and office moves supplier. We supply office and educational furniture products from some of the UK’s leading manufacturers. Talk to our design team for the best advice on how to create your perfect workplace. elmworkspace.com

VENUES & BUSINESS CENTRES

Bailbrook House

Sitting within 20 acres of private grounds just minutes from the A4/M4 and only 1.5 miles from Bath. The hotel offers space for up to 200 delegates with a mix of traditional meeting rooms and a separate dedicated conference centre. handpickedhotels.co.uk/bailbrookhouse INTERIOR DESIGN

Interaction

Workplace design and build experts. Since 1992, we have been creating inspirational workplaces that positively enhance a business’s culture, values and employee wellbeing. We understand the needs and aspirations of our clients to create unique workspaces. interaction.uk.com

Bath’s Historic Venues

Unique and award-winning venues located at the heart of a World Heritage site. Available for business and incentive events, our iconic venues offer flexible and inspiring spaces for events both large and small. bathvenues.co.uk

The Floor Smith

Specialists in domestic and commercial flooring including carpets, LVTs, wood, laminate, vinyl, safety flooring and subfloor preparation. We take pride in each and every project ensuring all materials are fitted to the highest standards. thefloorsmithltd.co.uk

Cumberwell Park

Cumberwell Park is a family run conference, meeting and events venue situated on the outskirts of Bradford on Avon. It is also home to Wiltshire’s only 45 hole golf course. There are four rooms available to hire, suitable for small or large events up to 150 guests. cumberwellpark.com

EVERYDAY LUXURY?

TRY A FRENCH 75

Ben Franks, Co-Founder of Canned Wine Group in Bath and formerly Novel Wines, is the new wine columnist for TBE. Enjoy stories from the trade, and a few tips of what you could drink next.

Bandook, the Indian street food-inspired restaurant in Bath, is an indulgence I try to treat myself to regularly. This bustling establishment in the newly branded Shire’s Yard (previously Milsom Place) has the look, sounds and smells that are immediately inviting. The menu, perhaps daunting on your first visit, offers a melody of fried small plates packed with spice, fresh garnishes and tangy sauces. Those are matched with rich, fuller dishes of masala and butter curries. The breadbasket has that warm aroma of garlic oil. If you love the theatre of eating out, few places match the show Bandook puts on.

It might be strange to boot off a wine column with an ode to Indian cuisine, but my love for wine comes from the way it celebrates everything around you; the people you share it with, the view you sip it against, and the food you drink it alongside. Wine has given me a life rich with travel, culture and history. It turned

me from a student bored of geography lessons to someone who can wax lyrical about soils, trade routes and geopolitics. Wine is the Oscarwinning support act.

At Bandook, I enjoy a moment of bliss every time I crunch into a plate of kale pakora chaat and sip a cold French 75. In Bandook’s hands, this lemon juice-based cocktail is topped with Hendricks Gin and Champagne. It gets its name from the kick it delivers, given after the powerful 75mm French rifle used in the Great War. The drink gained its following in the 1920s, finding its home in the secret class and heady days before the Great Depression. Back then you had to get into a Speakeasy to drink one, dancing away your blues from the realities of Prohibition.

There are few things that can lift your spirits, especially in the winter months, like a Champagne-based cocktail. The French 75’s sweet bite of citrus with the kick drum

is only enhanced by the golden bubbles its topped with.

It’s also ridiculously easy to make: Fill a cocktail shaker with ice (a cold cocktail is always a better cocktail), add 30ml of good gin (Smeaton’s Bristol Method Dry Gin is my pick), the juice of half a lemon, a glug of sugar syrup, and stir well. Strain it into a flute, wine glass, or any glass really, and top with Champagne. Serve it as an aperitif or with anything fried.

If you’re serving French 75 at an office party, or hosting friends at home, make sure you use good sparkling wine. Graham Beck Brut NV from South Africa (£16.50, Waitrose) is a good budget alternative that still delivers those delicious brioche notes you only get from authentic second fermentation. For Champagne enthusiasts, my pick is always Louis Roederer Collection (£54.00 from

Tanners or £60.00 from Majestic) but you might gawk at using that in a cocktail. Believe it or not, Aldi’s own label Champagne is very good and unbelievably priced (£13.99); it was named World’s Best Champagne at the World Champagne Awards 2025. I’m not sure about that, but you can’t go wrong for the money. For the non-party occasions, I find a weekday treat of a French 75, rather than a glass of wine, can raise the spirits. For those occasions you don’t want to open a whole bottle, so our Canned Wine Co. Sparkling Chardonnay (£18.00 for 3x200ml cans, cannedwine.co) is a way to add a little luxury to your everyday. Or you could always book a table at Bandook.

TBE VIP benefits include:

• Support sharing your stories

• Business directory listings on TBE websites

• Exclusive TBE advertising discounts & member to member benefits

• TBE event discounts - including 25% off all our TBE Big Breakfasts

• Access to exclusive TBE VIP events & dedicated TBE VIP member app

“If you’re a business in Bath, Wiltshire or the South West region and you want your story told, your network expanded, and your brand lifted, I wholeheartedly recommend The Business Exchange as a partner.” Dave Dixon N3 Display Graphics”

Wiltshire and Bath Air Ambulance Charity now accredited to deliver life-saving course

At the end of last year, Wiltshire and Bath Air Ambulance Charity successfully organised and delivered its first Resuscitation Council UK, Advanced Life Support (ALS) Course, an achievement that took over 12 months of planning and organisation.

ALS is the Resuscitation Council UK’s longest running course and has been used to train healthcare professionals for over 25 years. The council uses evidence-based guidelines to create a programme that targets key topics relating to all elements of resuscitation and equips candidates with the technical and non-technical leadership skills needed when in high-stress, high-stakes environments. The training provides professionals with the confidence to lead in an emergency through:

• Recognising and managing the deteriorating patient using a structured ABCDE approach

• Delivery of standardised CPR in adults

• Management of a cardiac arrest by working with a multidisciplinary team in an emergency situation

• Becoming an effective and confident team member and leader by utilising non-technical skills

The ALS course helps benchmark candidates who all work as medics or healthcare professionals in the hospital and pre-hospital setting. For many, the ALS course is mandated as part of their job specification, but candidates can also apply as optional continued professional development.

In December, six candidates were successful in passing the rigorous two-day course, which formatively tests their clinical skills and knowledge through challenging simulations, and culminates with a theoretical test paper and a final simulation assessment.

Adam Khan, a critical care paramedic who hosted the training, explained, “The course wouldn’t have been such a success without our dedicated faculty, all consisting of doctors and specialist paramedics from the Charity who gave their time to facilitate the smooth running of the course which was externally quality assured by a regional representative from the Resuscitation Council UK. I am

Bath BID gets the boules rolling for much-loved event

Bath Boules is returning to the city’s Queen Square from Thursday 2nd – Sunday 5th July 2026. With 25% of tickets already sold, the event is a celebration of pétanque, community spirit and charitable fundraising.

For the first time, the Bath Business Improvement District (Bath BID) will be coordinating the event on behalf of the Bath Boules Trustees, marking an exciting new chapter for one of Bath’s most iconic summer traditions.

Allison Herbert, CEO of Bath BID, said, “It is a great honour to step up to the challenge of organising such a popular and complex event in the city centre. We hope to include as many people as possible with extra opportunities for volunteering and special fun for all the family on the Sunday.

“With a bit of sunshine and a lot of French savoir faire, we hope that the Boules 2026 will be fantastique for all involved.”

The four-day summer boules festival is one of Bath’s most loved events. It is a lively celebration where businesses, charities, community groups and friends come together for friendly competition and serious fun.

A firm fixture in the city’s summer calendar, Bath Boules transforms Queen Square into a vibrant hub of

energy, connection and teamwork. Matches play out across the Square as players cheer each other on, new friendships are formed, and the spirit of community fills every corner.

And it’s not just about the games. Over the years, Bath Boules has raised more than £775,000 for local charities.

“With a bit of sunshine

and a lot of savior faire, we hope that the Boules 2026 will be fantastique for all involved”

Bath BID says it is excited to build on the event’s strong legacy, working closely with partners across the city to grow the festival while keeping its muchloved atmosphere at the heart of the experience. For 2026, visitors can look forward to a lively street-food scene and the introduction of Sunday Funday.

happy to announce that we have been formally signed off as a training and test centre and moving forward will be running courses regularly throughout the year.

“The ALS course will help to bring in valuable revenue to the Charity and help to maintain our current simulation suite and training equipment, as well as continuing to fund the vital work undertaken by the whole team.”

For healthcare professionals interested in joining a training course with Wiltshire and Bath Air Ambulance Charity, please contact: hello@wbairambulance.org.uk to learn more about the ALS course.

For businesses, community groups and schools, learn more about the Aware+ programme, delivering first aid training within the community.

Visit: wiltshirebathairambulance.org.uk/education

Rugby community steps up for MND with 24-hour skittles challenge

A major community fundraiser is coming to Colerne village this summer, as former Bath Rugby player and coach Chris Lilley teams up with local volunteers to host a 24-hour Skittles Marathon in aid of the Motor Neurone Disease (MND) Association.

The event will run from Friday 26th –Saturday 27th June 2026 at Colerne Rugby Club, bringing together families, local businesses and the rugby community for an around-the-clock challenge to raise funds and awareness for MND.

The idea was inspired by the recent diagnosis of former England and Bath Rugby star Lewis Moody, whose story has had a profound impact across the rugby family.

“The cause resonates particularly strongly in Colerne, where we’ve sadly lost several members of our village to MND over the years, including a founding member of Colerne Rugby Club,” said organiser Chris Lilley. “We want to come together, do something positive, and support everyone affected by this devastating disease.”

Paula Reed, Captain of the Colerne Foxy Ladies Skittle team, added, “Playing skittles for 24 hours is harder than it sounds, but with an amazing team, plenty of support, and knowing that you are helping to raise money for a great cause, makes it a really fun challenge.”

A core team of eight players will take on the full 24-hour skittles challenge, with hourly guest teams joining the lane — including Bath Rugby players, staff, and ex-players.

The marathon will finish with a special match against a team of former England Rugby players, and the club will also be hosting a full Family Fun Day on the Saturday. The day will feature stalls, activities, food, entertainment, and a major raffle and auction.

Step up for your communityjoin the Walk of Life

RUHX is inviting local businesses to gather colleagues, lace up their walking shoes and take on the Walk of Life, in support of Royal United Hospitals Bath on Saturday 23rd May 2026.

Returning for its 20th year and proudly sponsored by Savills and SPF, the muchloved challenge follows the Kennet & Avon canal with three distances to suit every team:

• 2 miles / marathon (all day): Bishops

Cannings → Bath

16 miles (morning only): Bishops

Cannings → Bradford on Avon

10 miles (afternoon only): Bradford on Avon → Bath

Every mile walked helps RUHX go further for patients, families, and staff at the RUH, putting the ‘extra’ into extraordinary care.

From creating more calming hospital spaces, to enabling families to stay close to loved ones, to supporting faster diagnosis and treatment through innovative technology. Every penny raised makes a real life-changing difference.

Businesses taking part can look forward to a fantastic day out, with a group warm up at the start line, a complimentary lunchtime BBQ kindly provided by Rapid Relief UK, refreshment stops along the route, and a big finish line celebration!

“It was an uplifting experience, meeting fellow walkers and all the volunteers en-route. I especially liked the sense of achievement walking across the finish line!”

Whether your team walks in memory of a loved one, to celebrate yours or your loved one’s recovery at the RUH, or to say thank you to the incredible RUH staff, you’ll be supporting your local hospital to do more for everyone who needs it.

By signing up today with your colleagues, you’ll join hundreds of local people all making a difference for people in Bath, Wiltshire and beyond. Will your team step up to the challenge?

The organisers are now actively looking for:

Event sponsors

• Business stand holders for the Saturday Family Fun Day

• Raffle and auction donations — such as vouchers, products, experiences or services

All supporting businesses will be promoted across event materials, online updates and on the day itself, offering positive visibility within the community and the wider rugby network. Stories will also be shared regularly via TBE’s websites and social feeds.

How to get involved

Local businesses that can provide a prize, sponsor the event, or host a stand are encouraged to get in touch. Collections for donated items can be arranged.

Funds raised will support the MND Association’s work in research, care and advocacy for everyone affected by MND. To find out more about MND, visit: www.mndassociation.org If you can support, please email Anita@tbesw.co.uk to find out more.

Get a reduced team fundraising target when you enter a team of five or more:

Teams of 5: £100 registration fee + reduced target of £450

Teams of 10: £200 registration fee + reduced target of £850

Teams of 20: £400 registration fee + reduced target of £1,600

Register your team today at: ruhx.org.uk/events/walk-of-life-teams

Can’t make the date?

Join the Walk of Life – your way!

Organise your own walk anywhere, anytime in May. Choose your route and distance, get your colleagues together and fundraise in a way that works for your business.

Bath Rugby Business Club opens new opportunities for local and national brands

Bath Rugby continues to offer an exciting and everevolving commercial landscape for local and national businesses looking to elevate their brand, connect with like-minded leaders, and align with one of the region’s most prestigious sporting institutions.

The thriving Bath Rugby Business Club sits at the heart of this opportunity, a dynamic network designed to bring partners and sponsors together through meaningful engagement, premium experiences, and high-value relationship building. With a number of Business Club events still to come before the end of the season, there are fantastic opportunities to get involved, from themed networking evenings and guest speaker events to behind-the-scenes rugby experiences.

Members benefit from far more than traditional networking. The Club provides year-round touchpoints to build meaningful relationships, raise brand visibility, and create tangible commercial outcomes, all while enjoying the unique backdrop of elite sport at The Rec and across a calendar of exclusive partner events.

One standout date already confirmed in the calendar is

the Bath Rugby 1865 Golf Day, taking place on Tuesday 20th May. This flagship event promises a premium day of sport, networking, and entertainment, bringing together partners, sponsors, and Business Club members on the fairways.

“The standout day in the calendar is the Bath Rugby 1865 Golf Day”

There are multiple ways to get involved, with playing and sponsorship opportunities available. Packages range from £750 through to £2,500, offering a variety of branding, team entry, and on-course activation options to suit businesses of all sizes. Whether entertaining clients, rewarding staff,

or building new connections, the Golf Day provides an outstanding platform to do so in a relaxed but high-quality environment.

As Bath Rugby continues to build momentum both on and off the pitch, there has never been a better time to explore how your business can be part of the journey.

To find out more about commercial partnerships, Business Club membership, or Golf Day opportunities, please contact partnerships@bathrugby.com.

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