Simon Goldthorpe

Positive Solutions Financial Services Ltd. operates as a financial advisory company. The company was founded in 1997 and is headquartered in Newcastle-upon-Tyne, the United Kingdom.

Old Mutual Wealth Ltd. provides life insurance and reinsurance services. The company was founded on November 22, 1982 and is headquartered in Southampton, the United Kingdom.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Part of Quilter Plc, Intrinsic Mortgage Planning Ltd. is a British company that provides investment advisory services. The company is based in London, UK.

YOU Asset Management Ltd. provides investment advice. The private company is based in London, UK. The CEO of the British company is Derrick William Dunne.

CAERUS Capital Group Ltd. engages in providing financial advice. It offers investment products. The company is headquartered in Manchester, the United Kingdom.

Part of Quilter Plc, Caerus Holdings Ltd. is a British company that provides investment services. The company is based in Swindon, UK and was founded in 2015.

ReAssure Life Ltd. engages in the provision of life insurance services. The company was founded on April 19, 1978 and is headquartered in Southampton, the United Kingdom.

Quilter Private Client Advisers Ltd. engages in the provision of finance planning and advisory services. It offers financial advisory for building insurance, savings, investments, trusts, and pension and personal funds. The company is headquartered in London, the United Kingdom.

CAERUS Financial Ltd. provides network support services to financial advisors. It offers compliance, business development, technology support suite, mortgages, and planning and advisory services. The company was founded on January 7, 2009 and is headquartered in Manchester, the United Kingdom.

Part of Quilter Plc, Intrinsic Wealth Ltd. is a British company that provides financial advisory services. The company is based in Swindon, UK.

Prescient Financial Intelligence Ltd. engages in the provision of financial advisory services. The company was founded on January 5, 2004 and is headquartered in London, the United Kingdom.

Part of Quilter Plc, Caerus Wealth Solutions Ltd. is a British company that provides financial advisory services. The company is based in Swindon, UK and was founded in 2010.

Part of Quilter Plc, Caerus Wealth Ltd. provides business support services. The company is based in Swindon, UK and was founded in 2010.

Part of Quilter Plc, Blueprint Organisation Ltd. is an investment holding British company. The company is based in Swindon, UK. Blueprint Organisation was founded in 2003.

Quilter Financial Planning Ltd. operates as a holding company with interests in financial advisory services. It also offers retirement, estate and trust planning, risk protection services. The company was founded by Alexander Park Leitch, George Higginson, Wallace Dobbin and Richard Freeman in 2005 and is headquartered in Swindon, the United Kingdom.

Part of Quilter Plc, Intrinsic Financial Planning Ltd. is a British company that provides financial planning advisory services. The company is based in Swindon, UK and was founded in 2005.