But what if we told you the first steps to achieving these goals is a little bit of financial advice?

The value of financial advice, it may be hard to quantify for some. That’s why speaking to one of our professional advisers will provide you with valuable solutions to help guide you in the right direction.

Put simply, the team at Bright Advice are real people too – with goals and ambitions of our own. We’re much more than financial advisers, we’re here to help you along life’s financial journey.

Robert Green – Green & Peter Chartered Accountants

We look after sole traders, partnerships and Limited Companies preparing their accounts and taxation and providing business support and advice.

Over 50% of the practice is looking after creative people and businesses such as art, fashion, music, TV , film , photographers and models.

We also look after clients investing in property either in their own names or in Limited Companies.

Contact Green & Peter Chartered Accountants:

Website: www.greenandpeter.co.uk 
Email: robert@greenandpeter.co.uk
Phone: 0208 4468100

Liz Dorfman

If you would like a free, no obligation review of your personal or company private healthcare plan do get in touch.

After a 5 minute chat we will review the whole market in relation to your current benefits, health and premium and hopefully get you comparable or more cover for a lower premium (on a no worse terms basis)

Liz is an independent healthcare specialist directly authorised by the Financial Conduct Authority. In her first year in 2009 she was nominated as the best newcomer in the insurance industry.

With over 800 clients from around the UK, she looks to improve the benefits and significantly reduce the premiums of her clients- both companies and individuals. In most (but not all situations) if a client has got a private healthcare plan, it is possible to cover previous conditions with another insurer.

Liz’s greatest successes have been with clients who have loyally stayed with one insurer for far too long and who are paying ridiculous premiums- in such cases she has reduced their premiums substantially.

Whilst Liz’s main focus is private healthcare she is also licensed to sell international private healthcare, life cover and critical illness cover. All her work is done on the phone and e mail which reduces the amount of time her clients need to spend.

Liz became an independent healthcare specialist 12 years ago having been made redundant from her previous role as a management trainer for a pharmaceutical company. Being made redundant was “the best thing that ever happened to her” although this was devastating at the time. This apparent disaster gave her the push to set up her own business once she had begged a colleague to train her! Having worked in the pharmaceutical industry for nearly 20 years she has a good understanding of clients’ ailments and medications which makes it easier to understand their issues and set up the right plan for their needs.

Liz is also a trained psychologist with a Masters in Medical Psychology and a Chartered Fellow of the Institute of Personnel.

If you would like to set up a plan for the first time or would like a review of your current private healthcare plan do give Liz a call. A quick 5 minute call could bring you huge joy! Her advice is free, independent and there is no obligation.

Contact LD Health Solutions:

Website: www.ldhealthsolutions.com
Email: liz@ldhealthsolutions.co.uk
Phone: 01923 241258

Finance Management - Pensions, Mortgages & Investments

Gary started in the insurance industry with a number of well know insurance companies.  He worked in the Middle East with expats providing investment & taxation advice.  In 1995 he returned to set up Consolidated Financial Management Ltd in Mill Hill.  Gary moved to offices in St Albans in 2005 and lives in Bushey.

Consolidated Financial Management are experts in mortgages, pensions, investments & life assurance and have been for over 20 years.  They have been serving clients in NW London & South Hertfordshire ever since and are fully Independent Financial Advisers. They offer a full range of services and products. Clients come from referrals, professional third parties and existing client base.

They offer a friendly, informal & jargon fee approach to explaining solutions to your financial needs.

Contact Gary Minkin:

Website: www.consolidatedfinancialmanagement.com
Email: gary@consolidatedfinancialmanagement.com
Phone: 01727 858136

David Levy

PMH (Private Medical Health) is known for its deep knowledge of the health insurance industry, and the specialties of each provider, and can find coverage even in the trickiest situations.

I pride myself on providing the best advice and service for each of my clients, detail-oriented and efficient. Communication is central to what I do, and even though the practice is growing, you'll always be able to get hold of me. Most of our business comes through referrals from satisfied clients.

Private Medical Health has recently expanded its services, now being able to work with larger sized SME's ( 15+ employees) and Corporates for help and advice on Private Medical Insurance to ensure they are showing duty of care to their employees and offering a proven benefit for a happier and healthy workforce.

Private Medical Health is a trading style of TRN Adviser Ltd, an Appointed Representative of

The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority.

TRN Adviser Limited is registered in England and Wales with company number 09863667.

Registered Office: St Johns Court, 70 St Johns Close, Knowle, Solihull, B93 0NH

Contact David Levy:

Website: www.privatemedicalhealth.com
Email: david.levy@pmhealth.co.uk
Phone: 0204 548 3755

To discuss your accounting and business needs.

Avilasha Khanal is an experienced Chartered Accountant at Grunberg & Co. Chartered Accountants.  Avi thrives on assisting SME’s from start-up businesses to those looking to exit or succession and helping her clients with tax planning which is a key focus for all SME businesses. 

Due to the very diverse client portfolio that she works on, she can flex her skills to a very wide range of businesses including TV production, fashion, IT, advertising, restaurants etc. together with general SME clients. Avi also specialises in auditing complex businesses.  Avi is extremely passionate about ensuring her clients are supported. In the digital and modern world that we live in, clients quite rightly expect and demand key accounting information at their fingertips and Avi looks at all of her engagements with a view to optimising their efficiencies and delivering the management information their business requires.

Grunberg & Co serve a select business client base ranging from limited companies with turnovers exceeding six figures to sole traders. We also act for a variety of individuals, assisting them with a wide range of matters from complex tax planning through to probate.

We recognise that our success is based on your success and, as such, we can genuinely say that we are committed to your financial wellbeing.

We do not believe in catchy phrases or logos – what we have is a unique professionalism, business acumen, focus and enthusiasm. This separates us from other accountancy practices. We enjoy our work and see our clients as our friends.

We are not here to deal just with your accounts and taxation. We want to help you realise your business dreams!

We were proud to have been named Best Single Office Tax Practice at the 2019 Tolley’s Taxation awards, Top 10 Accountancy Employer, finalists for Graduate and Non-Graduate Programme of the year and Mid-Tier Firm of the Year  and to be shortlisted in both the British Accountancy Awards for 2019. We have continued to be among the Top 50 + 50 Accountancy Firms as listed by Accountancy Age while two of our partners were named among the top 35 accountants in the UK under the age of 35 in 2018 and a third partner in 2019.

Contact Grunberg & Co:

Website: www.grunberg.co.uk
Email: Avilashak@grunberg.co.uk
Phone: 0203 989 4069

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