quilter financial planning

future balance finance

1st Financial Group Ltd

The financial advice we give you is as individual as you are and it can be given in comfort of your own home. We always invest the time to truly understand your needs. Work with our advisers and you'll get smart, straightforward and personalised financial advice that helps your finances grow. Every member of our team is friendly and open, as well as great at building long-term relationships that mean you've always got an understanding place to go for the right financial advice. The best way to work out how to make the most of your financial situation is to sit down in person with us and talk everything through. We're happy to discuss your financial plans and aspirations you'd like to share and always tailor our advice to fit your situation. We've built a successful reputation on delivering precisely that. Since we opened for business back in 2001, we've helped people at all of life's different stages to help plan and grow their finances. So whether you need a new mortgage, re-mortgage, are planning for retirement, require help with investment planning, or advice on the most appropriate insurance cover, call us today to book your free financial health check.

TruFin plc

TruFin provides software and niche lending solutions to thousands of businesses across the UK via our companies Oxygen, Satago and Vertus. We also have a significant interest in the mobile and console gaming company, Playstack. With offices in London and Birmingham, TruFin provides an umbrella structure for our companies, enabling them to focus on what they do best – providing world class products and services to their customers. TruFin is focused on niche markets where we can partner with dominant players to solve existing problems. By doing this we create value for our customers and partners whilst generating significant rewards for our shareholders.

Witan Investment Trust plc

Our purpose is to achieve significant growth in our investors' wealth by investing in global equity markets, using a multi-manager approach. We select exceptional third party managers who are expected to outperform their assigned benchmarks. Most of the managers are not open for investment by UK individuals, or not on the same terms. They manage approximately 90% of Witan's assets. The remaining assets are invested directly by Witan's Executive team, which is also responsible for the management of gearing, under delegated guidelines from the Board. Witan is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. Witan Investment Trust is an equity investment. Please note that past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.