Julie Hepworth

Applewood Wealth Management Ltd. provides wealth management consultancy services to businesses and individuals. Its services include personal wealth, corporate planning and partnerships. The company was founded in 1992 and is headquartered in Oswestry, the United Kingdom.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Part of Perspective Financial Group Ltd., Quantum Portfolio Management Ltd. is a British company that provides advisory services to recipients of substantial damages settlements resulting from catastrophic personal injury and medical negligence claims. The company is based in Chorley, UK. The company was founded in 2002. Quantum Portfolio Management was acquired by Perspective Financial Group Ltd. on January 31, 2021.

Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom.

Galloway Whitfield (Life & Pensions) Ltd. engages in the provision of life insurance and pension funding services. The company was founded on February 11, 1985 and is headquartered in Wilmslow, the United Kingdom.

Part of Perspective Financial Group Ltd., Perspective (HNH) Ltd. is a British company that provides financial planning and wealth management services. The company is based in Chorley, UK. Perspective (HNH is the result of an M & A transaction between Perspective Financial Group Ltd. and HNH Financial Services Ltd as of March 14, 2023. The company was founded in 1984.

Part of Perspective Financial Group Ltd., Stafford & Co. Ltd. is a British company that provides financial intermediation services. The company is based in Chorley, UK. The company was founded in 2001. Stafford & Co. was acquired by Perspective Financial Group Ltd. on February 28, 2022.

Searchlight Holdings Ltd. is an investment holding British company founded in 2009. The private company is based in Chorley, UK. and has subsidiaries in the United States.

Part of Perspective Financial Group Ltd., Bowman Financial Planning Ltd. is a British company that provides financial services. The company is based in Chorley, UK.

Future Lifestyle Ltd. provides financial advice and mortgage services. The company was founded on January 17, 2003 and is headquartered in Wilmslow, The United Kingdom.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Principal Insurance Ltd. provides automobiles insurance services. It offers motorcycle, scooter, van, trade, classic car and modified car insurance policies using a panel of leading insurers. The company was founded by Dave Bowcock in 2011 and is headquartered in Manchester, the United Kingdom.

Chase Templeton Ltd. provides private medical insurance services to individuals and families. It offers personal insurance services include private health insurance, home insurance and home emergency cover, travel insurance and life insurance. The company was founded by Kevin Amphlett and Julie Amphlett in 2002 and is headquartered in Darwen, the United Kingdom.

Carole Nash Insurance Consultants Ltd. operate as insurance company. It offers six wheel insurance, home insurance, classic car insurance, car insurance, van insurance, campervan insurance, performance car insurance, military vehicle and jeep insurance, short term car insurance and travel insurance. The company was founded by Carole Nash in 1985 and is headquartered in Altrincham, the United Kingdom.

Crowe UK LLP provides audit, tax and advisory services. It offers it services to the corporate businesses, not-for-profit organizations, pension funds and private clients. The company was founded in 1982 and is headquartered in London, the United Kingdom.

Part of NatWest Group Plc, Natwest Trustee & Depositary Services Ltd. is a British company that provides fund management services. The company is based in London, UK.