Patrick O'Hara

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.

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.

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.

London Rugby League Ltd. operates a rugby league club franchise. The private company is based in Richmond, UK. The British company was founded in 2004. Gus Mackay has been the CEO of the company since 2011.

Bermuda Commercial Bank Ltd. operates as a commercial bank. It offers private banking and wealth management, business banking, corporate administration, global custody and brokerage, estate planning and trust administration. The company was founded in February 1969 and is headquartered in Hamilton, Bermuda.

Harlequin Football Club Ltd operates a football club. The private company is based in Middlesex, UK and was founded in 1996.

J.O. Hambro Investment Management Ltd. is a private investment management company based in London, UK. The British company is led by management, staff, and Bermuda National Ltd.

Standard Chartered Bank Ltd. provides commercial and financial banking services. The firm offers credit cards, personal loans, mortgages, deposit taking and wealth management services to individuals and small to medium sized enterprises. It provides trade, finance, cash management, lending, securities services, foreign exchange, debt capital markets, and corporate finance services to corporate and institutional clients. The company is headquartered in London, the United Kingdom.

Founded in 1971, Harlequin Estates (Twickenham) Ltd. is a British real estate company that leases properties. Part of Walbrook IOM Ltd., the company is based in Twickenham, UK.

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.

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.

Part of Somers Ltd., Waverton Investment Management Group Ltd. is a British company that provides investment management services. The company is based in London, UK. The company was founded in 2013. Andrew Neil Rithet Fleming has been the CEO of the company since 2015.

PCF Bank Ltd. engages in the provision of financial services. It provides personal and business banking services. The company was founded in 1994 and is headquartered in London, the United Kingdom.

Premiership Rugby Ltd. promotes and arranges rugby sports. The company is headquartered in Twickenham, the United Kingdom.

Founded in 2013, Harlequin FC Holdings Ltd. is a part of Prime Life Common Fund Ltd. and functions as an investment holding British company. The company is based in Middlesex, UK.

Ascot Lloyd Plc engages in the provision of financial planning and investment advice. The company was founded by Richard Thomas Dunbabin and Patrick O’Hara in 2004 and is headquartered in Wokingham, the United Kingdom.

Chester Rose Financial Planning Ltd. is an independent, chartered planning practice that focuses on understanding their clients' personal vision and aspirations to add true value to the financial planning process. The private company is based in Newbury, UK. The British company works with recognized and respected wealth managers to provide sophisticated asset allocation, discretionary portfolio management, and related financial services on specially negotiated terms. The CEO of the company is Richard Thomas Dunbabin.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

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.

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

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.

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.

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.

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.

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

Think Synergy Ltd. provides independent financial advisory services. The company is headquartered in Farnborough, the United Kingdom.