Mary Teresa Coughlan

Part of Redmayne-Bentley LLP, Havelock Hunter Stockbrokers Ltd provides brokerage services. The company is based in Tunbridge Wells, UK. The British company was founded in 2004 by Robert Hunter, James Michael Havelock Andrews. Robert Hunter has been the CEO since 2004. Havelock Hunter Stockbrokers was acquired by Redmayne-Bentley LLP on July 13, 2015.

Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

MHA Caves Wealth Ltd. Is a wealth management firm headquartered in Northampton, UK. The firm was founded in 1906 and is a subsidiary of MHA Caves Investment Management Ltd. MHA Caves Wealth provides tailored financial planning and bespoke investment management for individuals and their businesses.

Community Foundation for Leeds operates as an association for the welfare of the community. It provides a range of services to individuals, companies and organizations that want to provide financial support for charitable community initiatives and social enterprise activity in Leeds. The company was founded in 2005 and is headquartered in Leeds, the United Kingdom.

Andrews Gwynne LLP is a private wealth management firm headquartered in Leeds, UK. The firm was founded by Andrew Gwynne and Douglas Croft in 2006. They were acquired in 2023 by IM Asset Management Ltd., a subsidiary of Irwin Mitchell Holdings Ltd. Andrews Gwynne provides bespoke discretionary portfolios with tailored financial advice to private clients.

Farley & Thompson LLP provides investment advice. The private company is based in Bournemouth, UK and has subsidiaries in the United Kingdom. The British company was founded in 1938. Nicholas Chetwood has been the CEO of the company since 2022.

Windygates Holdings Ltd. provides investment advice. The private company is based in Harrogate, UK. The British company was founded in 2015 by Thomas Mark Malloch.

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.