Jamie Mark Lavender

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

Independent Financial Publications Ltd. was founded in 1993 and provides investment research. The private company is based in Ilkley, UK.

Part of Redmayne-Bentley LLP, Havelock Hunter Stockbrokers Ltd provides brokerage services. The company is based in Tunbridge Wells, UK. The British company was founded in 2004 by Robert Hunter, James Michael Havelock Andrews. Robert Hunter has been the CEO since 2004. Havelock Hunter Stockbrokers was acquired by Redmayne-Bentley LLP on July 13, 2015.

MHA Caves Wealth Ltd. Is a wealth management firm headquartered in Northampton, UK. The firm was founded in 1906 and is a subsidiary of MHA Caves Investment Management Ltd. MHA Caves Wealth provides tailored financial planning and bespoke investment management for individuals and their businesses.

Community Foundation for Leeds operates as an association for the welfare of the community. It provides a range of services to individuals, companies and organizations that want to provide financial support for charitable community initiatives and social enterprise activity in Leeds. The company was founded in 2005 and is headquartered in Leeds, the United Kingdom.

Windygates Holdings Ltd. provides investment advice. The private company is based in Harrogate, UK. The British company was founded in 2015 by Thomas Mark Malloch.

Heart Research UK is a charity organization that provides services to support their cause. The British company was founded in 1995 and Kate Bratt-Farrar has been the CEO of the company since 2019.

Leeds Cares provides human health services. The non-profit company is based in Leeds, UK. The CEO of the British company is Esther Wakeman.