Samuel James Lathey

Bippit Ltd. is a British UK-based company that provides professional financial coaching services to employees. The company offers a complete solution that includes goal tracking, budgeting tools, workshops, webinars, account connections, health checks, and personalized resources. Bippit's coaching services are provided by fully qualified and regulated professionals who have years of training and experience. The company uses the latest technology combined with professional coaching to help employees feel more confident with their finances and more settled in their organization. Bippit provides detailed reports to help employers understand improvements in employee wellbeing while protecting employee privacy. The company was founded by Samuel James Lathey, Erich Schudt, Grace Tolley-Smith, and Samuel James Lathey has been the CEO since incorporation.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.