Brooks Macdonald Group

Clay Shaw Thomas is a financial services firm that specializes in wealth management and accounting. The firm offers a range of services, including tax and financial planning advice, business valuations, audits, payroll, and preparation of annual and management accounts. With a focus on delivering tailored financial solutions, Clay Shaw Thomas aims to support individuals and businesses in achieving their financial goals through comprehensive planning and expert accounting services.

LIFT-Financial Group is a financial company that provides financial planning, mortgages, insurance, and financial education services.

LIFT-Invest plc is a UK-based discretionary investment management firm, founded by the team behind LIFT-Financial. It offers a range of investment portfolios, including core, beta, and sustainable options, tailored to meet clients' individual needs. The company's investment committee, comprising highly qualified professionals, manages client investments with a focus on achieving optimal outcomes. LIFT-Invest also provides regular market commentary and analysis to keep clients informed about current investment trends and events.

Lucas Fettes Financial Planning is an independent financial planning and employee benefits consultancy that serves individuals, businesses, and charities. The firm specializes in providing tax-efficient financial planning and wealth management services aimed at helping clients protect their wealth and attain their financial objectives. Additionally, Lucas Fettes designs employee benefits programs for businesses and offers solutions for pension automatic enrollment and investment management tailored to charities. Through these services, the company enables its clients to achieve both short-term and long-term financial goals.

Cornelian Asset Managers Limited is an independent investment management firm based in Edinburgh, United Kingdom, founded in 1989. The company specializes in providing wealth management services to private clients, trusts, charities, and pension funds. It manages a variety of client-focused portfolios, including equity, fixed income, and balanced strategies. Additionally, Cornelian launches and oversees mutual funds tailored to client needs. The firm invests in public equity and fixed income markets globally, emphasizing strong relationships with clients built on trust and clear communication. The executive management team oversees the firm's assets and operations, ensuring a personalized approach to investment management.

DPZ Capital is a specialist investment manager that offers wealth management advisory services aimed at private clients, trusts, charities, and pension funds. The firm provides a range of services, including asset allocation, manager selection, fixed interest, credit investing, and equity selection. By focusing on tailored investment strategies, DPZ Capital seeks to meet the unique financial needs of its diverse clientele.

Spearpoint Ltd. is a provider of discretionary fund management with stock broking and retirement planning capabilities.

Park Street London is a privately held company that provides investment management services.

Lawrence House Fund Managers