Tony Yousefian

The Smith + Pinching Group Ltd. engages in the provision of financial and insurance services. It offers services relating to individual financial planning, corporate financial planning, mortgage broking, commercial insurance, and home insurance. The company was founded by Barry Pinching and Gerry Smith in 1973 and is headquartered in Norwich, the United Kingdom.

Smith & Pinching Financial Services Ltd. engages in the provision of financial advisory services. It offers personal financial planning, investments, staff benefits, business protection, director's pensions, and managing the future if the business. The company is headquartered in Norwich, the United Kingdom.

Birmingham Midshires Building Society provides lending and mortgage services. It offers bonds and specialist mortgages to brokers and intermediaries by telephone, post, and online and throughout the state. It is a subsidiary of Halifax Plc. The company was founded in 1849 and is headquartered in Wolverhampton, UK.

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.

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.

Analyst Investments Ltd. provides discretionary investment management services to private and institutional clients. The company was founded in 2000 and is headquartered in London, the United Kingdom.

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.

Cambridge Investments Ltd. (UK) (Cambridge) is a wealth management firm headquartered in Cambridge, UK. The firm is a wholly-owned subsidiary of Perspective Financial Group Ltd. They were founded in 1979 by Christopher Gough-Goodman. Cambridge provides a portfolio management service that complements the financial advice provided by the team of financial advisers within the Perspective Financial Group.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012.

MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape.

Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023.

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

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.

Countrywide Group Plc provides residential property and property related financial and professional services. Its services include surveying, residential development, estate management, auctions, insight, conveyancing and asset management services. The company was founded in 1986 and is headquartered in Chelmsford, the United Kingdom.

Green Flag Ltd. provides roadside assistance and car recovery services. It offers breakdown cover such as rescue, rescue plus, recovery, and personal, family, and motorbike cover, The company was founded on February 23, 1971 and is headquartered in Leeds, the United Kingdom.

Part of Direct Line Insurance Group Plc, U K Insurance Ltd. is a British company that provides general insurance services. The company is based in Leeds, UK and was founded in 1974.

Part of Nikkei, Inc., Financial Times Business provides publishing services.

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.

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.

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.

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.

Beckett Asset Management Ltd. (BAM) is a discretionary investment manager headquartered in Bury St. Edmunds, UK. Founded in 1993, BAM provides risk adjusted returns for investors through actively managed multi asset portfolios.