Roger Stott

Part of AJ Bell Plc, AJ Bell Management Ltd. is an investment and SIPP pension administrator based in Manchester, UK. The British company offers SIPP, ISA, share dealing, and dealing account investment services. Customers with an AJ Bell account can access their digital shares magazine for free, which provides news and commentary on stocks, funds, pensions, and more. The company also offers ready-made portfolios and an expert pick of funds to get customers up and running. The CEO of the company is Andrew James Bell.

The Co-operative Bank Holdings Ltd. engages in the financial services business. It operates as the holding company of The Co-operative Bank Plc which provides banking products and services to retail and small and medium-sized enterprises customers. The company was founded on November 8, 1872 and is headquartered in Manchester, the United Kingdom.

Part of Deloitte LLP (New York), Deloitte LLP (United Kingdom) provides brokerage services. The company is based in London, UK. David Sproul has been the CEO of the British company since 2003.

AJ Bell Securities Ltd. is a brokerage firm headquartered in Greater Manchester, UK. The firm was founded in 1995 and is a subsidiary of AJ Bell Plc (LON: AJB). AJ Bell Securities provides stockbrokerage services to investment firms.

Newton Investment Management Ltd. (NIM) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, NIM provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). The firm is a signatory to the UN Principles for Responsible Investment (PRI).

Vitality Health Insurance Ltd. provides medical insurance services. The company was founded on April 15, 1987 and is headquartered in London, the United Kingdom.

Friends Provident Ltd. provides life and other risks insurance services. The company is headquartered in Dorking, the United Kingdom.

Friends Life Holdings Plc provides life insurance services. The company was founded in 2009 and is headquartered in Dorking, the United Kingdom.

The British United Provident Association Ltd. provides healthcare products and services. It offers health, dental and travel insurance, optical and audiology, and care homes. The company was founded on April 3, 1947 and is headquartered in London, the United Kingdom.

The Standard Life Assurance Co. Ltd. provides life assurance, annuity, health insurance, and financial services. The company was founded in 1923 and is headquartered in Edinburgh, UK.

Bupa Finance Plc provides financing, nursing and residential care services. It also engages in the provision of health insurance and care facilities and services including ownership and management of care homes, hospitals and clinics, children's nurseries, health screening, provision of disease management services and occupational and community health services. The company was founded on January 13, 1993 and is headquartered in London, the United Kingdom.

Quilter Investors Ltd. is the investment management subsidiary of Quilter Plc (JSE, LON: QLT) in Great Britain. Formerly known as Old Mutual Investment Management Ltd., the firm was founded in 2001 as Skandia Investment Services Ltd. and changed their name in 2012 when Skandia merged with Old Mutual. They became Quilter Investors in 2018. Headquartered in London, Quilter Investors manages funds, segregated mandates and hedge fund structures on behalf of retail, wholesale, institutional and internal customers.

Part of Swiss Life Deutschland Vertriebsholding GmbH, Chase de Vere Investments Plc provides insurance brokerage and investment advice services. The company is based in London, UK. The British company was founded by Nigel Mitchell. Chase de Vere Investments was acquired by Swiss Life Deutschland Vertriebsholding GmbH from The Governor & Company of the Bank of Ireland.

Part of Willis Towers Watson Plc, Tillinghast-Towers Perrin, Inc is a company that provides management consulting services. The company is based in Indianapolis, IN.

Apollo Multi Asset Management LLP provides investment advice. The private company is based in Reigate, UK, and has a global presence of subsidiaries in several regions. The British company was founded in 2008 by Craig Anthony Wetton and Steven Alan Brann.

Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom.

Daniel J. Edelman Ltd. provides public relations services. It specializes in consumer brands, content, corporate and finance, digital, health, planning, public affairs, research, sports, sustainability, and technology. The company was founded on December 4, 1967 and is headquartered in London, the United Kingdom.

Diversity Project (IM) CIC is a British company that aims to build a pipeline of cross-industry Black leaders. The private company is based in London, UK. The company uses mentoring, education, thought leadership, and public speaking to increase opportunities for Black professionals and challenge structures that inhibit progression. The company also offers support for professionals returning to the workforce after a career break and help create an inclusive environment to unlock the potential of this valuable talent pool. Diversity, Equity, and Inclusion are considered a business imperative in the Investment and Savings Industry.

Green Park Ltd. supplies interim management and executive resourcing solutions. Its services include board practice and advisory, diversity analytics, executive search, interim management and international recruitment. The company was founded in August 2006 and is headquartered in London, the United Kingdom.

Uk Fintech Growth Partners LLP (Uk Fintech Growth Partner) is a private equity firm founded in 2023. The firm is headquartered in London, United Kingdom.

Altum Trustees Ltd. provides family office and corporate services. The company is based in St. Helier, UK. The British company was founded in 2000. Zena Couppey has been the CEO of the company since 2022.

Part of The British United Provident Association Ltd., Bupa Australia Health Pty Ltd. is a health insurance carrier. The company is based in Sydney, Australia.

Bank of Ireland provides banking and financial services. It operates through the following segments: Retail Ireland, Bank of Ireland Life, Retail UK, Corporate & Treasury and Group Centre and Other. The Retail Ireland segment offers a comprehensive range of banking products and related financial services to the personal and business markets including deposits, mortgages, consumer and business lending, credit cards, current accounts, money transmission services, commercial finance, asset finance and general insurance. It serves customers through a distribution network of branches, central support teams, ATMs and through direct channels. The Bank of Ireland Life segment includes the wholly owned subsidiary, New Ireland Assurance Co., through which the group offers a wide range of pension and life products, including life assurance, life protection, pensions and investment products to the Irish market. The Retail UK segment comprises consumer and business banking via a branch network in Northern Ireland, its UK residential mortgage business, and the business partnerships with the UK Post Office. The Corporate & Treasury segment comprises the group's corporate banking and global markets activities across the Republic of Ireland, UK and international jurisdictions. The Group Centre and Other segment is responsible for delivering services to each division and includes group manufacturing, group finance, group credit and market risk, group governance risk, and group human resources. The company was founded in 1783 and is headquartered in Dublin, Ireland.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.