Craig Fitzsimons

Part of Zurich Insurance Group AG, Sterling ISA Managers Ltd. is a platform that offers a comprehensive range of funds, accounts, and investment solutions. Founded in 1989, the company is based in Cheltenham, UK. The platform is designed to be versatile, dependable, and easy to use, making it a fundamental part of any successful adviser business. The Advance platform delivers on all three of these, giving advisers more time to spend towards great client outcomes. The British company provides options for making changes to existing policies through the table and documents available on their website.

Part of Zurich Insurance Group AG, Zurich Intermediary Group Ltd. provides wealth management services. The company is based in Cheltenham, UK and was founded in 1985.

Part of Schroders Plc, Fusion Wealth Ltd. is a British company that provides financial intermediation services. The company is based in Horsham, UK. Fusion Wealth was founded in 2010.

Part of Schroders Plc, Best Practice IFA Group Ltd. is a British financial advisory company that provides IT platform and support function to financial advisors. The company is based in Horsham, UK and was founded in 2003.

Benchmark Capital Ltd. provides investments advisory services in technology companies. The company is headquartered in Horsham, the United Kingdom.

Part of Schroders Plc, Aspect8 Ltd. is a financial services provider. The company is based in Horsham, UK. Founded in 1993, Aspect8 offers financial services to its clients.

Family Capital Ltd. is a British online publishing company founded in 2016 that focuses on providing insightful analysis on the world of family offices, family businesses, and the importance of family enterprises in the economy. The private company is based in Horsham, UK. The company's name is inspired by the idea that emotional, human, or intellectual capital enhances the value of a family enterprise. The company offers advice to family offices and publish articles on the topic.

Chartered Independent Ltd. is a financial planning firm that was founded in 2012. The private company is based in Telford, UK.