Nigel Stockton

Capital Professional Ltd. provides financial advisory services. It specializes in financial planning, employee benefits, pensions, estate planning, investments, tax planning, retirement planning, and inheritance tax. The company was founded on March 30, 2011 and is headquartered in Reading, the United Kingdom.

Ascot Lloyd Holdings Ltd. provides wealth management services. The company was founded on November 20, 2009 and is headquartered in Wokingham, the United Kingdom.

Pantheon Financial Ltd. provides wealth management and financial advisory services. It serves the private and public sectors. The company was founded October 8, 2001 and is headquartered in Leeds, the United Kingdom.

Ascot Lloyd Financial Services Ltd. engages in the provision of financial management and advisory services. The company was founded on December 16, 1991 and is headquartered in Reading, the United Kingdom.

Harvard Financial Management Ltd. provides pension consulting services. It specializes in pension planning and provisions. The company was founded on October 20, 1999 and is headquartered in Christchurch, the United Kingdom.

BIA Financial Planning Ltd. provides financial advise and investment advisory services. Its products and services include protection, retirement, investment advice, inheritance, tax, business planning and family assets. The firm offers services to essence, individuals, companies and professionals. The company is headquartered in London, the United Kingdom.

Newell Palmer Holdings Ltd. is a holding British company that provides financial services through its subsidiaries. The private company is based in Wolverhampton, UK. The company was founded in 1993.

Newell Palmer Group Holdings Ltd. is an investment holding British company founded in 2007. The private company is based in Reading, UK.

Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Bidco Ltd. functions as an investment holding British company. The company is based in Reading, UK and was founded in 2017.

Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Topco Ltd. is a British company that provides financial advisory services. The company is based in Reading, UK. CPL Topco was founded in 2017.

Gregory Adam Financial Management Ltd. provides financial advisory services. The company was founded on April 29, 2003 and is headquartered in Reading, the United Kingdom.

Harrington Wood Bath Ltd. provides financial advisory services. The company was founded on August 31, 1999 and is headquartered in Reading, the United Kingdom.

Founded in 2017, CPL Midco Ltd. is a part of OCM Luxembourg EPF III Tie Holdings Sarl and functions as an investment holding British company. The company is based in Reading, UK.

Newell Palmer Group (Services) Ltd. is a private company based in Reading, UK. The British company was founded in 2010.

Newell Palmer Financial Planning Ltd. provides financial advice and wealth management services. Its services include pension planning, self invested small self administered schemes, directors and executive retirement planning, group pension schemes, associated employee benefits, comprehensive financial planning, investment planning, life assurance and critical illness cover, and private medical insurance. The company is headquartered in Bromsgrove, the United Kingdom.

Avellemy Ltd. is the Great Britain-based specialist asset management subsidiary of CPL Bidco Ltd., ultimately held by OCM Luxembourg EPF III Tie Holdings Sarl in Luxembourg. Headquartered in Berkshire, the firm was founded in 2012 and provides investment solutions to UK-based private wealth, business, and charity clients. Avellemy works closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals.

Part of Capital Professional Ltd., Portfolio Financial Consultancy Ltd. is a British company that provides wealth management, insurance and professional services. The company is based in Wales, UK. The company was founded in 2002. Portfolio Financial Consultancy was acquired by Capital Professional Ltd. on July 12, 2023.