Charles Lister

Integrated Financial Arrangements Ltd. operates as a wrap service provider. It provides online administrative support tool for financial advisers to help them manage their clients’ portfolios. The firm offer full model portfolio capability online, capital gains reporting for multiple clients links to a wide choice of discretionary investment managers, SIPP providers and other third parties, a full suite of forms that pre-populate, VAT capability on adviser payments. The company was founded in 2000 and is headquartered in London, the United Kingdom.

The Salvation Army is a non-profit organization. It is an international movement which is part of the universal Christian church. The organization was founded by William Booth in 1865 and is headquartered in London, the United Kingdom.

Founded in 1964, IntegraLife UK Ltd. is a subsidiary of Integrafin Holdings Plc and provides insurance services. The company is based in London, UK.

Part of Integrafin Holdings Plc, Integrated Application Development Pty Ltd. provides on-line integrated database services to the financial community. The company is based in Hawthorn East, Australia and was founded in 1998.

Part of Integrafin Holdings Plc, IntegraLife International Ltd. provides investment services. The company is based in Douglas, UK. The CEO of the British company is Gill Marples.

Part of Integrafin Holdings Plc, IntegraFin Services Ltd. provides business support services. The company is based in London, UK.

Bank of London & The Middle East Plc provides financing solutions and investment opportunities through wealth management and corporate banking. It offers real estate, covering property finance, which includes acquisition and development finance and private client services for individuals; leasing solutions for the UK mid-market, including international facilities; corporate and structured finance which offers acquisition finance, islamic capital markets and syndications; asset backed finance offers ABL finance and trade finance; asset management and premier deposit account offering competitive rates for fixed term deposit services. The company was founded on 7th August, 2006 and is headquartered in London, the United Kingdom.

Jimmy West Associates Ltd. provides investment services. The private company is based in Kent, UK.

Saffron Building Society provides services to federal and federally sponsored credit agencies. The private company is based in Essex, UK and has subsidiaries in the United Kingdom. Jon Hall has been the CEO of the British company since 2011.

ICBC Standard Bank Plc is an investment management firm headquartered in London, UK. Founded in 1987, the firm was formerly known as Standard Bank Plc and renamed into ICBC Standard Bank Plc to incorporate its new shareholding structure in 2015. They are a subsidiary of Industrial & Commercial Bank of China Ltd. (SHA: 601398). ICBC Standard Bank serves its international client base with access to Fixed Income and Currencies (FIC) and commodities products.

JPMorgan Chase Bank, NA (UK Investment Management) (JPMorgan Chase-UK) is the Great Britain-based investment management division of JPMorgan Chase Bank, NA, which is owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in London, JPMorgan Chase-UK was founded in 1993 and manages assets of individuals, families, companies, and communities.

Part of Saffron Building Society, Crocus Home Loans Ltd. is a British company that offers personalized solutions for their clients' personal circumstances, goals, and aspirations. Founded in 1990, the company is based in Saffron Walden, UK. The company's description mentions a month-long celebration in June with limited-edition products, tea parties, special events, mini get-togethers, and giveaways. Additionally, the company provides important information for all Saffron Building Society savings accounts.

AlbaCo Ltd. provides relationship-centric services. The private company is based in Glasgow, UK. The British company was founded in 2018. Rod Ashley has been the CEO of the company since 2018.

N J Russel Holdings Ltd. engages in the provision of investment activities. The company was founded on May 12, 2018 and is headquartered in Cambridgeshire, the United Kingdom.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Canaccord Genuity Ltd. (CGL) is the brokerage subsidiary of Canaccord Genuity Group, Inc. (TSE: CF). The firm is headquartered in London and was founded in 1983. CGL provides brokerage services to their clients.

Reliance Unit Managers Ltd. (RUM) is an investment management firm headquartered in Aylesbury, UK. The firm was founded in 1962 and is a subsidiary of Utmost Life and Pensions Holdings Ltd., ultimately held by UIG Holdings (No 1) Ltd. in Great Britain. RUM actively acquires portfolios of business from other life assurers and offers niche products to the financial services marketplace.

Part of Phoenix Equity Partners Holdings LLP, Mobius Life Group Ltd. is an investment holding British company. The company is based in London, UK. Founded in 2002, Mobius Life Group functions as an investment holding company.

Part of Phoenix Equity Partners Holdings LLP, Mobius Life Administration Services Ltd. is a British company that provides investment administration services. The company is based in London, UK. Founded in 2006.

Part of HSBC Holdings Plc, HSBC Life (UK) Ltd. is a British banking company founded in 1906. The company is based in London, UK and offers a range of banking products including current accounts, loans, mortgages, and credit cards. The company also provides mobile banking services and apps for customers to manage their accounts on the go. HSBC explains their policies and procedures under the Modern Slavery Act and offers hassle-free banking with 24/7 online money management.

Covea Insurance Services Ltd. provides insurance services. Its products include life and non-life insurance, specialized creditor, personal accident, household and commercial lines of insurance. The company was incorporated by Nicholas G. Cooper on September 5, 1994 and is headquartered in Reading, the United Kingdom.