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At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments. Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients. With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company. Figures as at 30 June 2026.

Gilson Gray Financial Management (GGFM) provides financial planning and wealth management advice to individuals, families, business owners and corporate clients. Our advisers help clients make informed financial decisions, build and protect wealth and plan for the future. Our approach is personal and long-term, centred around understanding each client's circumstances, priorities and objectives and building a financial plan around what matters to them. Gilson Gray Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Gilson Gray Financial Management is a trading name of Gilson Gray Financial Ltd. SJP Approved 20.08.2026

As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation. The businesses within our group aim to provide high quality products and services for the whole of your investment journey. Quilter plc is registered in England and Wales under number 06404270. Registered Office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom.