CMS Wealth Ltd Competitors

BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We always start with our clients’ needs and look to offer them more quality choices for how and where to invest their money. Our global investments platform offers our clients access to the world’s markets while making investing easier and more affordable. And with offices in more than 40 countries, our global expertise helps them navigate changing markets to stay ahead of the curve. Follow us for global insights shaping the economy, conversations about financial well-being and more information on culture and careers at BlackRock. https://bit.ly/3n6Fxdy

Schroders is a global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together. For more than 200 years, we have helped clients to see things differently, navigating complexity in changing markets. Today, we manage £823.7 billion* on behalf of clients across public and private markets, operating across six continents with local expertise supported by global scale. Active management is central to how we invest, engage and steward capital. Over one, three and five years, 70% or more* of our clients’ assets have outperformed their stated comparators. Sustainability is embedded in our investment approach, supported by proprietary tools and active ownership. Our current portfolio temperature score for in scope assets is 2.4°C*, and we aim to achieve 2.2°C by 2030. Our talented team of more than 5,700* people worldwide are fundamental to our active philosophy. Their capabilities and expertise are enhanced by proprietary technology and data. We prioritise excellence and diversity of thought in pursuit of high performance and client success. By combining global reach with trusted advice, we aim to deliver resilient outcomes for clients, shareholders and society. *Source: Schroders, all data as at 31 December 2025. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: reportscams@schroders.com

There’s advice that can change your day. Then there’s advice that can changeyour life. And the lives of those you love. The kind of advice that only ever comes from peoplewho have your best interests at heart, who want to see you happy. Like your dad. Your sister. Yourbest friend since primary school. And us. We all need advice on life’s journey to have the confidence to take thenext step. But today, there’s fewer and fewer people you can turn to. SJP offers one-to-one financial advice at every step that gives you theconfidence toembrace your tomorrow. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 19/02/2025