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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.

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.

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.

Ascot Lloyd Holdings Ltd. provides wealth management services. The company was founded on November 20, 2009 and is headquartered in Wokingham, the United Kingdom.

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.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.

Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies.

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.

Offsite Archive Storage & Integrated Services Holdings Ltd. engages in the provision of document and information management services. It offers archive management, backup tape management, confidential destruction, and digital scanning solutions. The company was founded by Dennis E. Barnedt III in 1999 and is headquartered in Dublin, Ireland.

Hawksford Trust Co. Jersey Ltd. provides a range of services and solutions to and for trusts, private clients and business. It offers real estate structuring, islamic financing, employee solutions, fund administration and trust formation services. The company was founded in 1963 and is headquartered in Jersey, the United Kingdom.

Heylo Housing Group Ltd. is a leading shared ownership provider that works in partnership with national, regional, and local housebuilders, local authorities, estate agents, and other stakeholders to deliver affordable homes. The private company is based in the UK and has subsidiaries in the United Kingdom. Established in 2014, the British company offers shared ownership solutions that bring owning a home within reach for millions of previously excluded potential buyers. Heylo received both register provider status and investment partners status with Homes England in 2017. Heylo Housing Group was founded in 2014 by Christopher Andrew Hewitt and Nicholas Alexander McAlpine-Lee, and the CEO is Andrew William Geczy.

ResiManagement Ltd. was founded in 2014 and is based in the UK. The British company works with national, regional, and local housebuilders, local authorities, estate agents, and other stakeholders to provide affordable homes through shared ownership solutions. Heylo's shared ownership solutions make owning a home possible for millions of previously excluded potential buyers. The private company received register provider status and investment partners status with Homes England in 2017. Heylo offers shared ownership solutions for both new build and previously owned homes.

Yopa Property Ltd. provides real estate services. It markets and advertises residential properties using its online platform. The company was founded by Andrew David Barclay, David Jacobs, Daniel Attia and Alistair James Barclay on July 8, 2014 and is headquartered in London, the United Kingdom.

Offsite Archive Storage & Integrated Services Ltd. engages in the provision of document and information technology media storage, document scanning, and microfilming services. The firm also offers records management, digital access solutions, data protection, business continuity, general data protection regulation, shredding and destruction, and industry solutions. The company was founded by Dennis E. Barnedt, III in 1999 and is headquartered in Kinsealy, Ireland.

TS Structured Finance Ltd. was founded in 2015 and provides credit granting services. The private company is based in London, UK.

C. Le Masurier Ltd. operates public houses and sells beer. The private company is based in St. Helier, UK.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

IPSX Group Ltd. provides financial intermediary services. The company was founded in 2014 by Anthony Gahan, Cyril Théret and Ian Axe and is headquartered in London, the United Kingdom.

Computershare Investor Services Plc provides share transfer agency and share registration services. The firm enables shareholders to manage their shareholdings online and GILTS/government stocks. The firm offers share dealing and proxy voting services. The company was founded on January 20, 1998 and is headquartered in Bristol, the United Kingdom.

Founded in 1969, Markel International Insurance Co. Ltd. is a part of Markel Group, Inc. and provides insurance services. The company is based in London, UK.

Part of Equifax, Inc., Equifax Ltd. is a British company that provides online access to credit, social, and personal information through their Equifax Credit Report & Score service. The company is based in London, UK. The company helps individuals understand their credit score and provides guidance on how to improve it. The CEO of the company is Patricio Remon.

Founded in 1983, QBE UK Ltd. is a general insurance and reinsurance company that underwrites commercial and personal line classes of business. Part of QBE Insurance Group Ltd., the company is based in London, UK.

Part of QBE Insurance Group Ltd., QBE Underwriting Ltd. is a risk management solutions provider with a team of industry-experienced professionals that offer insurance cover for various business sectors. The company is based in London, UK and is supported by specialists that have unique understanding and expertise for a variety of industries. QBE Insurance Group is one of the world's top insurers and reinsurers providing business risk cover, to even the most complex challenges, across 180 countries. Founded in 1971, the British company produces a wide range of documents covering business risks and QBE information, from annual reports to sector brochures, supporting insurance management.

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

Leeds Castle Foundation is a historical site that showcases the lives of those who owned and commanded Leeds Castle throughout generations. The non-profit company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The restoration and conservation projects of the castle are essential in preserving its unique history for future generations. The foundation also hosts a variety of events throughout the year, making it an exciting destination for visitors. The British company was founded in 1974, and Helen Bonser-Wilton has been the CEO of the company since 2021.

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.

ACOLIN Fund Services AG engages in the distribution of domestic and foreign collective investment schemes. It also offers financial products and consulting services. The company was founded on January 31, 2018 and is headquartered in Zurich, Switzerland.

TS Property Lending Ltd. provides credit granting. The private company is based in London, UK and was founded in 2012.

Rawlinson & Hunter Ltd. is an international group of professional firms that provides financial and taxation advice. Rawlinson & Hunter is based in London, UK, and has subsidiaries in the United Kingdom and British Virgin Islands. The British company was established in 1933 by Alfred Rawlinson and Robert Hunter. Rawlinson & Hunter aims to deliver high-quality advice and client experience across various service areas. The private company helps financially successful families monitor their assets and wealth, which can be challenging due to the increasing diversity of investment products.

TS Real Estate Ltd. provides funding services to the real estate industry. The private company is based in London, UK.

English National Ballet is a world-class ballet company based in London, UK. The British company offers a range of rewarding experiences for its members, including classes suitable for all levels, upcoming productions, events, and workshops. The private company is known for its artistic excellence and creativity under the leadership of Artistic Director Aaron S. Watkin and Tamara Rojo. The company offers world-class ballet performances that can be viewed on-demand at ENB at Home, with no subscription needed. The company also works closely with partners to deliver rewarding partnerships that meet their business aims and objectives. The company was founded in 1950 by Anton Dolin, Alicia Markova, Julian Braunsweg.

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.

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.

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.