Peter David Bannister

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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

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 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.

Newell Palmer Group Holdings Ltd. is an investment holding British company founded in 2007. The private company is based in Reading, UK.

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.

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.

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

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.

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.

Newell Palmer Ltd. provides financial planning services. The company was founded on January 29, 1975 and is headquartered in Wolverhampton, the United Kingdom.