Daniel Cowland

Suffolk Life Group Ltd. provides pension products and services. It specializes in self-invested personal pensions and personal pensions for private funds and self-invested funds of third party providers. The company was founded in 1971 and is headquartered in Ipswich, the United Kingdom.

Liverpool Victoria Financial Services Ltd. provides insurance and other financial services. The firm offers car, home, travel, pet, breakdown cover, and motorcycle insurance products, life, mortgage payment protection, income protection, and sick pay insurance products. It also offers savings and investment products, including guarantee bonds and savings plans; and retirement plans, such as protected retirement plans, equity release products, annuities, and pension products. The company was founded by William Fenton in 1843 and is headquartered in Bournemouth, the United Kingdom.

Talbot & Muir Ltd. provides financial advisory services. It offers administration to Self Invested Personal Pensions, and is authorised and regulated by the Financial Conduct Authority. The company was founded by Graham Muir and Brian Talbot in 1993 and is headquartered in Nottingham, the United Kingdom.

Braemar Group Plc engages in finance and investment activities. It operates through two divisions: Braemar Securities Limited and Braemar Estates (Residential) Limited. Braemar Securities specializes in fund raising for public and private companies. It sponsors and operates a range of property investment funds for the Group and for third parties. Braemar Estates is responsible for the property management for Group funds and also has a diverse portfolio of managed residential properties throughout the UK. Braemar was founded in 2001 and is headquartered in Hale, the United Kingdom.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

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.

Part of Brooks MacDonald Group Plc, Brooks MacDonald Nominees Ltd. acts as a nominee/trust/depository. The company is based in London, UK and was founded in 2005.

Part of Legal & General Group Plc, Suffolk Life Pensions Ltd. is a UK pension provider offering a range of SIPP and SSAS solutions for individuals and businesses. The company is based in Ipswich, UK. With over 40 years of experience, the British company provides expert guidance and support to help clients plan their financial future.

Part of Lowe Holdings Ltd., Lowe & Oliver Ltd. is a British company that specializes in installing, maintaining, and servicing energy storage systems customized to the needs of your premises. The company is based in Boars Hill, UK. The company is expert electrical and mechanical contractors and hold a coveted royal warrant. The company offers a growing portfolio of electrical and mechanical solutions and also provides electrical and mechanical trade apprenticeships in Oxford and Southampton. The company was founded in 1923 by Reginald Lowe. Paul Tuson has been the CEO of the company since 1987.

Rowanmoor Executive Pensions Ltd. offers professional actuarial, consultancy and scheme accountancy services and automatic enrolment administration services for NEST accounts. The firm's services includes small self-administered scheme (SSAS) and a bespoke self-invested personal pension (SIPP) and Family Pension Trust (Family SIPP). The company was founded in 1979 and is headquartered in Salisbury, the United Kingdom.

Dunstan Thomas Holdings Ltd. provides software and delivers technology solutions. The company was founded by Dunstan Thomas on March 22, 2000 and is headquartered in Portsmouth, the United Kingdom.

Montpelier originates from the United Kingdom and is today an international name with an excellent reputation for providing a whole range of financial services worldwide, from onshore and offshore tax solutions to accountancy services and investment portfolio management for high-net-worth individuals and leading corporations. Montpelier's credentials couldn't be better, with established links with professional providers that include leading accountants, tax specialists, lawyers, banks and financial advisers; and an expertise based on two decades of service to leading professional firms who demand bespoke, cutting-edge results every time. The Montpelier Group has been the brainchild of three like minded men from different professional disciplines that believed in a new and quite unique concept. What has been created is a truly global financial strategy business that has taken the concept of holistic financial planning to new heights. Montpelier embraces all the attributes of a financial planning organization but then goes so much further by bringing together a full range of professional accounting services and a dynamic international tax planning and trust business. The Montpelier Group has truly taken the concept of cradle to grave support beyond any other organization.

Curtis Banks Ltd. is an experienced provider of self-invested pension schemes. Their senior team has been involved with SSASs since 1977 and SIPPs since 1995, giving them almost unrivaled experience in this field. They have dealt with all aspects of these schemes over the years, enabling them to provide a full range of services and bespoke solutions. They are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Their substantial knowledge and experience, and their investment in modern systems, mean that they deliver in all these areas. Their experience also tells them that further requirements are clarity, ease of use and reliability in the services they provide. They ensure that all their processes are clear and straightforward, ensuring the best possible relationship between them, the client and their adviser. Their SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2009. They also have substantial experience in group pension schemes, both money purchase and defined benefit, and can provide Scheme Actuary services for defined benefit schemes.

StarStone Underwriting Ltd. provides investment services. The company was founded on April 20, 2012 and is headquartered in London, the United Kingdom.

Part of Legal & General Group Plc, Suffolk Life Trustees Ltd. provides business support services for insurance and pension funding. The company is based in Ipswich, UK.

Digital Keystone Ltd. develops financial systems software. The firm's software, Adaptive Portal, is a customer experience management platform that provides a presentation layer for underlying financial systems as well as being a platform for delivering third party content, interactive tools, and marketing initiatives. It serves the wealth and investment management markets. The company was founded by Graeme Peter Gets and is headquartered in Hemel Hempstead, the United Kingdom.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

Part of Enstar Group Ltd., Starstone Insurance SE is a provider of property, casualty, and marine insurance services. The company is based in London, UK.

Founded in 2016, Embark Investment Services Ltd. is a retirement investment administration platform provider to financial advisers and distribution partners. Part of Lloyds Banking Group Plc, the company is based in Edinburgh, UK.

Catley Lakeman May Ltd. is a British investment solutions company that provides tailored services to meet the specific needs of their clients. The private company is based in London, UK and has subsidiaries in the United Kingdom. The company uses their expertise and experience to help clients overcome complex investment challenges. The company was founded in 2008 by Andrew Michael Lakeman, Thomas Andrew May, and the CEO is Tony Stenning.