Joanna Hall

Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom.

SW Funding plc provides life insurance, pension plans, financial services and associated marketing services. Its Scottish Widows Investment Partnership segment manages client funds. The company was founded in 1815 and is located in Edinburgh, the United Kingdom.

Ecclesiastical Insurance Office Plc provides insurance and financial consulting services. The company offers different insurance products, mortgages, investments, claims and risk management services. Ecclesiastical Insurance Office was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Benefact Group Plc provides insurance, financial services, and risk management solutions. The company offers charity, education, heritage, care, faith, wedding, and Anglican church insurance, as well as home, travel, other faith, parishguard, hallguard, property owners, engineering, commercial, fidelity guarantee, and motor fleet insurance products. It also provides health and safety, and risk management services, including risk assessment, risk advisory, risk analysis, and risk consultancy services. It offers financial advisory services, which comprise mortgage advice, financial planning and investment advice, tax planning, and retirement and pension advice brokerage. Ecclesiastical Insurance Group was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

The Northview Group Ltd. operates as an investment holding company with interest in residential mortgage loans. The firm through its subsidiaries provides mortgages and re-mortgages for non-conforming and impaired credit cases. The company was founded in 1995 and is headquartered in London, the United Kingdom.

Winterthur Life UK Ltd. provides investment and retirement solutions through independent financial advisers. Headquartered in Basingstoke, the firm offers group personal pension plans, single premium personal pensions and self invested personal pension plans.

Aldermore Invoice Finance Ltd. provides finance solutions. It offers factoring and invoice discounting services, asset based lending, construction finance, and trade finance. The company was founded on March 20, 1990 and is headquartered in Peterborough, the United Kingdom.

Plymouth Age Concern provides residential care activities for the elderly and disabled. The non-profit company is based in Plymouth, UK. The British company was founded in 1942 by Elspeth Sitters.

Aldermore Bank Plc operates as a regulated deposit-taking company which provides commerical banking services to small and medium size businesses, homeowners and savers. It offers personal, business and corporate savings, commercial and residential mortgages, asset finance, including commercial loans, hire purchase and leasing services to finance plant, machinery, office technology and invoice finance services, such as invoice discounting, factoring, asset based lending, pay, bill recruitment, trade, construction, property development and bridging finance. The company was founded by Phillip Monks on February 10, 1969 and is headquartered in Lynch Wood, the United Kingdom.

Europe Arab Bank PLC is engaged in the operation and provision of banking needs and solutions. Its services include private banking, corporate and institutional banking, and treasury. The company was founded on September 27, 2005 and is headquartered in London, UK.

Barclays Bank (Suisse) SA (Barclays Suisse) is a private bank located in Geneva, Switzerland. They are a subsidiary of Barclays Bank Plc (LSE: BARC), with global group headquarters in London. Barclays traces their history to over 300 years. In Switzerland, Barclays offers investment banking and investment management services through three divisions: Capital, Global Investors and Wealth. They cater to large corporate, government and institutional clients, individual and institutional investors, and high net-worth and intermediary clients worldwide.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Pacific Life Re Ltd. provides reinsurance solutions. It specializes in critical illness, income protection, hospital cash and longevity products. The firm serves insurance and annuity providers in the United Kingdom and Ireland. The company was founded on October 29, 1964 and is headquartered in London, the United Kingdom.

KPMG UK Ltd. provides financial services. It offers accounting, audit, tax, and financial advisory services. The company was founded on June 12, 1998 and is headquartered in London, the United Kingdom.

Age UK provides social services for the elderly. The non-profit company is based in London, UK and has subsidiaries in United Kingdom. Paul Farmer has been the CEO of the British company since 2022.

Liontrust Multi-Asset Ltd. is the mutual fund management subsidiary of Liontrust Asset Management plc (LON: LIO) in Great Britain. The firm was founded in 2008 as Lone Wolf Investment Management Ltd. and subsequently became Architas Multi-Manager Ltd. They changed their name into Liontrust Multi-Asset Ltd. when Liontrust acquired Architas UK Investment Business in 2020. Headquartered in London, Liontrust Multi-Asset provides a range of diversified multi-manager funds to private and institutional investors.

Part of Platinum L.P. Guernsey Ltd., Charcol Holden Meehan Ltd. is a British insurance and pensions company. The company is based in Bingley, UK. Charcol Holden Meehan was acquired by JS&P Ltd. from Bradford & Bingley Plc on September 29, 2004. The company provides financial consultancy, investment management, and employee benefits services to private individuals and corporate clients. With a focus on building long-term relationships, they offer a wealth management proposition for private investors with assets ranging from £100,000 to £5 million. The company's services include highly qualified financial planners, leading asset allocation technology, experienced investment management, and technical resources for specialist areas such as pension planning and taxation.

AXA UK Plc provides insurance and asset management services. It offers travel, pet, home, motor, life cover, property, casualty, and health care insurance, pension, and healthcare products. The company is headquartered in London, UK.

Phoenix Wealth Services Ltd. provides insurance services. It promotes and distributes the products of AXA Portfolio Services Limited, AXA Isle of Man Limited and certain AXA Life Europe Limited products in the United Kingdom. The company was founded on March 31, 1988 and is headquartered in London, the United Kingdom.

Elevate Portfolio Services Ltd. provides insurance and asset management services. It also offers investment services. The company was founded on August 13, 1973 and is headquartered in London, the United Kingdom.

Phoenix AW Ltd. is the asset management subsidiary of Phoenix Wealth Holdings Ltd., which is owned by Phoenix Group Holdings Plc (LON: PHNX) in Great Britain. Headquartered in Wythall, the firm offers UK-based off-platform pensions and investment bonds for various types of investors.

OrderWork Ltd. provides IT channel with consultancy, installation, maintenance and support services. It provides server and storage, networking and desktop solutions to information technology resellers, managed service providers and distributors. The firm also provide a white-labeled B2C service to install PCs, wireless and home entertainment technology for retailers. The company was founded by Neil Richard John Bradford and Toby E. Strauss in 2006 and is headquartered in Dunstable, the United Kingdom.

Part of Pacific Life RE Holdings LLC, Pacific Life RE Holdings Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2008.

Scottish Widows Ltd. (Investment Portfolio) (Scottish Widows-IP) is the investment portfolio division of Scottish Widows Ltd., a life insurance and pensions company headquartered in London, UK. The firm was founded in 1996 and is a subsidiary of Scottish Widows Group Ltd., which is owned by Lloyds Banking Group Plc (LON: LLOY) in Great Britain. Their product range includes workplace and individual pensions, annuities, life cover, critical illness, income protection as well as savings and investment products. Scottish Widows-IP manages the investment portfolio of insurance clients.

Charcol Ltd. provides financial mortgage advisory services through online. It engages in negotiating deals and liaisons, as well as provides insurance services. The company was founded by John Garfield in 1974 and is headquartered in London, UK

Macmillan Cancer Support provides practical, medical and financial support. It offers financials assistance to people affected by cancer. The firm looks at the social, emotional and practical impact cancer can have, and campaigns for better cancer care. The company was founded by Douglas Macmillan in 1911 and is headquartered in London, the United Kingdom.

Part of Scottish Re Group Ltd., Pacific Life Re Services Ltd. provides life insurance services. The company is based in London, UK. The British company was founded in 1987. Pacific Life Re Services was acquired by Scottish Re Group Ltd. from Pacific Life Fund Advisors LLC on December 31, 2001 for $82.63 million.

Hampden & Co. Plc is a British private banking company that offers exceptional service, expertise, and advice to personal and professional clients. The company is based in Edinburgh, UK and provides banking expertise to clients across the region. In addition to banking services, Hampden & Co. also offers bespoke insurance solutions through Hiscox Private Client and works with clients' other professional advisers to provide appropriate tax advice for their property investments. Founded by David Nabarro, the company has been led by CEO Graeme Thomas Hartop since 2013.