Julia Fintz

Shore Capital Stockbrokers Ltd. (Shore Capital) is a broker-dealer firm headquartered in London, UK. Formerly known as Puma Securities Ltd., the firm was founded in 1985 and is a subsidiary of Shore Capital Group Ltd. (LON: SGR). Shore Capital offers corporate clients with edge electronic equities trading platform, which operates alongside a growing equity capital markets division.

Vertex Financial Services provides business process outsourcing services and technology solutions. It also operates intermediary trading e-commerce software. The company was founded in 2005 and is headquartered in Cheltenham, UK.

Liverpool Victoria Insurance Co. Ltd. provides insurance services. It provides cars, travel, buildings, home contents, and motor insurance products. The company was founded on July 26, 1996 and is headquartered in Bournemouth, 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.

Part of Finastra Group Holdings Ltd., DBS Management Plc is a British company that provides financial planning and administrative services related to pensions, life assurance, and unit trusts. The company is based in Huddersfield, UK. DBS Management was acquired by Finastra Group Holdings Ltd. on August 30, 2001 for $105.23 million.

Iress Portal Ltd. provides information technology consultancy activities. The company was founded on March 28, 1991 and is headquartered in Warwick, 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.

Part of Curtis Banks Group Plc, Suffolk Life Annuities Ltd. operates as a pension fund and bank. The company is based in Ipswich, UK. The British company was founded in 1971. The CEO is Peter Gordon John Docherty.

Scottish Friendly Assurance Society Ltd. engages in the provision of financial products and services. It offers investments, bonds, and insurance. The company was founded in 1862 and is headquartered in Glasgow, the United Kingdom.

Assureweb Ltd. engages in the provision of cloud-based software solutions to the life insurance industry. The firm provides solutions for carriers, distributors, and financial institutions to automate activities for health class estimation, distribution and processing, quotes and illustrations, and agency management. Its products include Solutionbuilder, Assureweb Portal, Business Intelligence, RetirementBuilder, XRAE, iGO, PolicyHS, and DOCFAST. The company was founded on March 14, 1995 and is headquartered in Cheltenham, the United Kingdom.

Part of Allianz SE, Highway Insurance Co. Ltd. is a British company that provides car insurance. The company is based in Bournemouth, UK. Founded in 1999.

The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga.

Virgin UK Holdings Ltd. operates as a holding company with interests in trains and airline business. The company is headquartered in London, the United Kingdom.

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.

IntelliFlo Ltd. engages in the provision of software solutions to the financial services sector. It offers onboarding services, customer success, training academy, and iO insight. The company was founded by Nick Eatock and Akeel Ahmed in 2004 and is headquartered in Kingston-upon-Thames, the United Kingdom.

Bridgewater Pension Trustees Ltd. provides pension services. The company is headquartered in Bristol, the United Kingdom.

Embark Group Ltd. provides digital retirement solutions. It offers pensions, investment research and consulting, property investment administration, employee benefits, and actuarial services. The company was founded on June 9, 1998 and is headquartered in London, the United Kingdom.

The Adviser Centre Ltd. provides financial investments services. It serves in the areas of ISAs, junior ISAs, corporate ISAs, portfolios, and self-invested personal pension plans. The company was founded in 2000 and is headquartered in Tetbury, the United Kingdom.

Part of The UAP Group Worldwide Ltd, Rowanmoor Personal Pensions Ltd. operates as a SIPP and family pension trust business. The company is based in Salisbury, UK. The British company was founded in 1988. Rowanmoor Personal Pensions was acquired by Alltrust Services Ltd. from Lloyds Banking Group Plc on March 03, 2023.

Vantage Finance Ltd. provides mortgage and non mortgage loans. The firm’s services include specialist residential mortgages, short term finance, commercial mortgages, development finance and buy-to-let mortgages. The company was founded by Lucy Hodge in 2004 and is headquartered in Bucks, the United Kingdom.

Platform Action Ltd. provides wealth management and investment platform services. Its services includes resource augmentation, agile consulting, agile tooling, quality assurance, platform consulting and service management. The company was founded on January 08, 2014 and is headquartered in London, the United Kingdom.

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.

Alliance Trust Savings Ltd. (Private Banking) (Alliance TSL-Private Banking) is the private client operation of Scotland-based Alliance Trust Savings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1986 and is headquartered in Dundee. Alliance TSL-Private Banking offers a broad variety of savings and investment accounts and a trading platform to different investments – such as funds, stocks and shares, investment trusts, bonds and exchange traded funds.

Part of Allianz SE, Liverpool Victoria General Insurance Group Ltd. is a holding British company that provides general insurance services. The company is based in Bournemouth, UK. Liverpool Victoria General Insurance Group was acquired by Allianz Holdings Plc from Liverpool Victoria Financial Services Ltd. on December 31, 2019 for $727.82 million.