Jonathan Taylor

Ascentric operates as a digital wrap and wealth management platform for advisers and tax wrappers. The company was founded in 2006 and is headquartered in Bath, the United Kingdom.

Sesame Bankhall Group Ltd. operates as holding company with interest in financial advisory services. The company is headquartered in Dorking, the United Kingdom.

Succession Advisory Services Ltd. provides financial advisory services. It offers long term financial and succession planning. The company was founded by Simon John Chamberlain in 2009 and is headquartered in Derriford, the United Kingdom.

CAERUS Financial Ltd. provides network support services to financial advisors. It offers compliance, business development, technology support suite, mortgages, and planning and advisory services. The company was founded on January 7, 2009 and is headquartered in Manchester, the United Kingdom.

Regulatory Finance Solutions Ltd. provides business management consulting services. It offers outcome testing, complaint handling, remediation, root cause analysis, and conduct strategy services. The firm serves utilities, retail banking, pensions and investments, insurance, and consumer credit sectors. The company was founded by John turner and Swindon, the United Kingdom.

Sense Adviser Services Ltd. engages in the provision of financial services. The company was founded in August 8, 2011 and is headquartered in Knutsford, the United Kingdom.

Sense Network Ltd. provides financial advisory services. It specializes in IFA network support services. The company was founded in 2007 and is headquartered in Knutsford, the United Kingdom.

Lyncombe Consultants Ltd. provides financial planning services. The private company is based in Knutsford, UK. and has subsidiaries in United Kingdom. The British company was founded in 2006. The CEO is Michael Alastair Couzens.

Part of UFC Fund Management Plc, Marlborough Investment Management Ltd. is a British company that provides investment advice. The company is based in Lichfield, UK. The CEO of the company is Richard Arthur Goodall.

Part of Adviser Services Holdings Ltd., Sheafmoor Money Management Ltd. provides financial intermediation services. The company is based in Chesterfield, UK. The British company was founded in 2004. Sheafmoor Money Management was acquired by Adviser Services Holdings Ltd. on March 13, 2023.

Part of UFC Fund Management Plc, Marlborough Group Holdings Ltd. is a British company that offers fund management and administration services for unit trusts and OEICs on behalf of Independent Financial Advisers, stockbrokers, accountants, and other regulated organizations. The company is based in Bolton, UK and was founded in 2016. The MFM funds are highly respected and the company is authorized to offer its services on a third-party basis.

RFS Holdco 1 Ltd. is a British financial intermediary company founded in 2018. The private company is based in Swindon, UK. The company provides financial intermediation services. and has subsidiaries in United Kingdom.

Part of Lync Wealth Management Ltd, Friarsgate Financial Planning Ltd. provides financial advisory services. The company is based in Chester, UK. The British company was founded in 2019 by Darren Booth. Friarsgate Financial Planning was acquired by Lync Wealth Management Ltd on June 06, 2023.

Part of Lyncombe Consultants Ltd., Richard Armitage Wealth Management South West Ltd. provides wealth management services. The company is based in Newton Abbot, UK. The British company was founded in 2022. Richard Armitage Wealth Management South West was acquired by Lync Wealth Management Ltd on June 06, 2023.