Paul Richard Bradshaw

Sumus Plc engages in the provision of financial advisory and IFA network services. It also provides access to negotiated services to other directly authorized independent financial advisory firms. The company was founded in 2000 and is headquartered in Clifton, the United Kingdom.

Skandia UK Ltd. provides financial and investment advisory services. The company is headquartered in London, 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.

Sanlam Life Insurance Ltd. provides life insurance services. It offers life, funeral cover, disability cover, income protection, critical illness insurance products, medical aid, gap cover insurance vehicle, house contents, building and all risk insurance products. The company was founded in 1918 and is headquartered in Bellville, South Africa.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

Nucleus Financial Group Plc is a holding company, which engages in the provision of wrap platform services. Its platform allows clients to invest directly, or via tax wrappers, into a range of asset types, including cash, unit trusts, open-ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2005 and is headquartered in Salisbury, the United Kingdom.

River & Mercantile Group Plc is a holding company, which engages in the provision of investment advisory services. It operates through the following divisions: Fiduciary Management, Derivative Solutions, Equity Solutions, and Advisory. The Fiduciary Management division involves in the delegation of clients of a range of services including asset allocation, hedging, manager selection, and transition management services. The Derivative Solutions division comprises of liability-driven investments and structured equity products. The Equity Solutions division provides long-only equity funds and strategies to institutional clients and wholesale intermediaries. The Advisory division offers investment, actuarial, and transaction advice to United Kingdom defined benefit pension schemes, United Kingdom defined contribution schemes, and U.S. pension schemes and insurance firms. The company was founded on July 17, 2000, and is headquartered in London, the United Kingdom.