Chris Woodhouse

Operates as a pharmacy

Holding company with interest in providing financial planning and asset management services

Provides fund management services

Functions as an investment holding company

Retails greetings cards and related products

Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client.

Provides financial advice and investment management services

Evelyn Partners builds a personalized portfolio based on client’s objectives, circumstances and attitude to investment risk.

Functions as a holding company whose subsidiaries provides business support services

Provides investment advice

TDPM’s portfolios are designed for different types of investors. They have a team that continuously monitors their clients’ portfolios. The firm is a research-based, high conviction manager which employs both funds and single securities in portfolio construction as well as active and passive management techniques to maximize investment returns. TDPM uses a two-expert approach where financial planners work hand-in-hand with investment managers or investment advisers, with the financial planner creating the strategy and structuring assets while an investment professional constructs a portfolio and makes sure it reflects the clients’ plans.

Operates as a holding company with interest in the operation of restaurant chains

Provides private client investment services

Functions as an investment holding company

Provides financial advisory services

Tilney AM’s philosophy is underpinned by a disciplined and rigorous investment process that is consistent across their whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. Their investment philosophy consists of four principles including preserve wealth, grow capital, look at real returns, and invest for the long-term.

Provides financial planning services

Provides financial consulting services

Functions as an investment holding company

Operates as a holding company with interests in providing motoring products and services

Operates as a holding company with interests in investment advisory and management services

Provides wealth management, professional services, online investing and fund solutions

Functions as a holding company

Provides investment services

Provides investment services

Provides investment services

Provides a cloud-based automotive diagnostic services

Engages in activities of holding company

Provides financial planning and investment services

Provides fund management services

Provides financial planning and investment advice

Operates as non-trading company

Functions as an investment holding company

Functions as an investment holding company

Provides wealth management and financial planning services