Stephen Paul Heap

HLB Financial Services Ltd. provides financial services. It offers corporate and taxation services such as accountancy and audit, bookkeeping and management accounts, payroll and employment law, cash flow forecasting, personal tax planning, capital gains tax planning, and other services. The company was founded by Leonard Hall in 1924 and is headquartered in Tarporley, the United Kingdom.

Margetts Fund Management Ltd. (MFM) is an investment management firm headquartered in Birmingham, UK. The firm was founded in 2001 and is a direct subsidiary of Margetts Holdings Ltd. MFM provides fund management and other fund services for private clients and independent financial advisers.

Margetts Holdings Ltd. functions as an investment holding British company. The private company is based in Birmingham, UK. and has subsidiaries in United Kingdom.

Future Money Ltd. is an independent investment management firm headquartered in Carlisle, UK. The firm was founded in 2008 and actively manages four funds designed to meet the needs of many investors across the UK.

Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM).

Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020.