David Ritchie Ferguson

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Part of IFG Group Ltd., IPS Pensions Ltd. is a British company that provides employee benefit consultancy and pension scheme administration services. The company is based in Salisbury, UK. The company was founded in 1991. IPS Pensions was acquired by IFG Group Ltd. on April 10, 2002 for $22.13 million.

Part of Intel Corp., Spider Systems Ltd is a British digital network access company. The company is based in Edinburgh, UK. The company was founded by Nicholas Felisiak. Spider Systems was acquired by Shiva Corp. /Old/ on August 23, 1995 for $80 million.

Motorola Solutions UK Ltd. manufactures and sells electronic devices. It offers radio communication products, cellular telephones, and electronic components. The company was founded in 1964 and is headquartered in Basingstoke, the United Kingdom.

Part of IFG Group Ltd., The IPS Partnership Plc is an independent financial adviser and pensioneer trustee. The company is based in Salisbury, UK. Founded in 1979. The IPS Partnership was acquired by IFG Group Ltd. on February 19, 2001 for $2.17 million.

The Lothian Pension Fund (LPF) is the investment management division of the City of Edinburgh Council in Scotland. Headquartered in Edinburgh, the firm administers the Local Government Pension Scheme (LGPS) in Edinburgh and the Lothians. LPF is a signatory to the UN Principles for Responsible Investment (UNPRI) and adhere to socially responsible investment principles and promote the same practices in their appointments of third-party investment management firms.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom.

Punter Southall Group Ltd. provides financial planning and investment advisory services. It offers actuarial advice, pensions consulting, risk, administration, health & protection advice, investment consulting and specialist services to private clients, pension scheme trustees, private equity investors, employers, and institutional investors. The company was founded by Jonathan Dominic Punter and Stuart Southall in 1988 and is headquartered in London, the United Kingdom.

Standard Life Savings Ltd. provides life assurance services. It offers retirement plans, pensions, individual savings accounts, investments and insurance products. The company is headquartered in Edinburgh, the United Kingdom.

Part of IFG Group Ltd., Nucleus Financial Platforms Ltd. is an investment holding British company. The company is based in Salisbury, UK. The company was founded in 2006 by James Hay. Richard Alexander Rowney has been the CEO of the company since 2021.

Part of The Carlyle Group, Inc., Helm Godfrey Partners Ltd. is a financial advisory company based in London, UK. Helm Godfrey is dedicated to helping clients achieve their financial goals by providing expert advice and management services. The British company offers Discretionary Fund Management (DFM) services, which have become increasingly popular among clients. Helm Godfrey's team of professionals work closely with clients to ensure that their investments are managed in a way that aligns with their goals and risk tolerance. The CEO of the company is Graham Cross. Helm Godfrey Partners was acquired by Hurst Point Group Ltd.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

For over 30 years, Taxbriefs Financial Publishing has produced a range of publications, client marketing materials and reference sources for the financial services industry. Their focus is on quality, accuracy and flexibility. From personalized Budget Summaries and Tax Tables to reference books and suitability letter writing software, it provides solutions for clients, clients business and customers clients.

The Oxford Playhouse Trust is a theatre committed to discovering, nurturing, and promoting emerging talent from and beyond Oxford. The non-profit company is based in Oxford, UK. The British company presents and produce a wide range of live performances at their theatre, the Burton Taylor Studio. Jamie Chapman Dixon has been the CEO of the company since 2022.

CASLP Ltd. is an insurance management firm headquartered in Bristol, UK. The firm was founded in 2011 as Sanlam Life & Pensions UK Ltd. They were acquired by Chesnara Plc (LON: CSN) and changed its name to CASLP Ltd. in 2022. CASLP provides insurance solutions and products to individual and institutional clients.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

Blackett Walker Ltd. provides financial advisory services. It offers wealth preservation and tax planning portfolio review, retirement services and specialist advice for medical professionals. The firm specializes in pension consulting for employers, independent employee benefits advice, employee benefits audit, employee communications and trustee services. The company was founded by Richard Alastair Blackett and Kevin Walker in 1994 and is headquartered in Newcastle Upon Tyne, the United Kingdom.

Part of Sanlam Ltd., English Mutual Ltd. is a boutique asset manager that focuses on long term investment performance and bespoke services for clients. English Mutual, based in Avon, UK, is a specialist asset manager within the Sanlam Group. English Mutual was acquired by Sanlam UK Ltd. on August 09, 2012. The British company is backed by the financial strength and heritage of their parent company and have autonomous investment teams that are unconstrained by a "house view". The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies, offering a variety of funds to suit clients' financial objectives.

Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015.

Part of abrdn Plc, Ignis Asset Management Ltd. is a British company that provides investment advisory services. The company is based in Edinburgh, UK. Ignis Asset Management was acquired by Standard Life Investments (Holdings) Ltd. from PGH (Cayman) on July 01, 2014 for $643.71 million.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Part of IFG Group Ltd., NFS (Nominees) Ltd. acts as a nominee/trust/depository. The company is based in London, UK.

Nucleus IFA Co. Ltd. is an investment holding British company founded in 2006. The private company is based in Edinburgh, UK and functions as an investment holding company.

Part of Sanlam Ltd., Sanlam FOUR Investments Holdings UK Ltd. is an investment holding company. The company is based in London, UK. It was founded in 2014.

Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015.

Sanlam Private Investments (UK) Holdings Ltd. is a specialist asset manager within the Sanlam Group, founded in 2008. The company is based in London, UK. The British company aims to provide CPI +4% returns by investing in listed securities that derive their value from underlying real assets, particularly infrastructure, specialist property, and renewable energy. The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies.

Part of Tavistock Investments Plc, Sanlam Partnerships Ltd. is a British company that provides financial intermediation services. The company is based in Lewins Mead, UK. Sanlam Partnerships was founded in 2010.

Part of IFG Group Ltd., James Hay Administration Co. Ltd. is a British company that provides financial intermediation services. The company is based in Salisbury, UK.

Part of Atomos Financial Planning Holdings Ltd., Sanlam Wealth Planning UK Ltd. provides financial and wealth management services. The company is based in Lewins Mead, UK.

Part of Liverpool Victoria Financial Services Ltd., Wealth Wizards Ltd. is a British company that provides financial advisory services. The company is based in Leamington Spa, UK. The company was founded in 2009 by Andrew Charles Firth, Pete Connell, Tony Vail. Ben Hampton has been the CEO of the company since 2022.

Part of Sanlam Ltd., Sanlam Private Wealth South Ltd. is a British company that provides fund management services. The company is based in London, UK. It was founded in 2018.