NB Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management

Our goal is to help you to make the most of your assets by providing you with high-quality advice to take advantage of the most suitable, tax-efficient investments for your needs. By working with us, you will benefit from a personal service grounded on the highest professional standards. Each recommendation is bespoke, allowing you to enjoy the peace of mind that all of the advice we give you is relevant to your personal requirements. As a young Practice, our aim is to develop and nurture long-lasting relationships built on mutual trust that will span over many years. As a result, you will benefit from continuity of service as your financial position evolves. You will also have a personal, direct point of contact so that you can easily gain access to the answers you need. Our main specialisations are: Investments and tax-efficient planning; Pensions and retirement planning; Inheritance tax planning; Protection planning. The service we offer is ideally suited to high-net-worth individuals, families, small businesses and people with complex financial planning needs. We are different to other financial advisers because we offer our clients the combination of a traditional, personal service associated with a small practice alongside the reassurance and credibility provided by a FTSE 100 business. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by a specialist committee. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends of individual circumstances.

D O'Kane Financial Services Ltd

D O'Kane Financial Services Ltd is an independent firm offering top quality financial advice to private individuals, businesses, and other legal entities. We have the expertise and research tools to help find the product which best suits our clients needs. We are qualified to advise in all areas of Financial Planning inc. investments, retirement planning & pensions, insurance, inheritance tax planning, and business advice. We analyse your financial situation using sophisticated research tools and provide unbiased financial advice by following a robust process. This process and our status as independent financial advisers (IFA's) ensure that we recommend the most appropriate products and providers on the market to suit individual clients needs. In addition to this, we are delighted to offer an initial one hour free consultation for all clients. For an unbiased financial review, please feel free to contact us today. We also work closely with local firms of Solicitors and Accountants to help to provide our clients with an all round service where appropriate. D O'Kane Financial Services Ltdis authorised and regulated by the Financial Conduct Authority. The FSA does not regulate some forms of IHT Planning. Telephone 01493 604646

Compass Partners International

Compass Partners International, founded in 1997, is a private equity investor focussed on secondary direct transactions. This comprises acquiring portfolios of assets from financial institutions and corporates. Compass has built a transatlantic franchise with a seasoned team of transaction and operating partners who have completed transactions in excess of $4.1 billion, of which $1.4 billion represents secondary directs. Compass' record of proven financial and operating skills together with strong relationships with both blue chip investors and lending sources make us uniquely placed to capitalize on these opportunities. Compass provides bespoke and flexible solutions for vendors and stakeholders with the ability to provide full or partial exits from legacy illiquid positions. Compass has the ability to deliver exit solutions in complex deal environments.

Simba Capital Limited

Simba Capital is an independent advisory firm for the alternative investment industry with a focus on private equity / debt, venture capital, real estate and infrastructure

Axis Commercial Finance

Following 5 years in an agency background I joined up with Steve Chester, Director, owner and founder of Axis Commercial Finance who employed me in our previous company. Combined industry knowledge exceeds 40 years with other former colleagues Paul Bagnall (based in Manchester) and Nick Perrins (based in Bristol). We are now one of the largest brokers in the UK and have relationships with all lenders, many agents, accountants, solicitors, IFAs, Planners, Groups and Organisations. Our work comes by recommendation only. We do not only put together a Commercial Mortgage, we consult clients thoughtout the entire process to acheive an offer of finance and smooth drawdown of funds in this economic climate. For more information please have a look at our website www.axiscommercialfinance.co.uk