Sarah Jane Spencer Soar

Brewin Dolphin Holdings Ltd. engages in the provision of financial planning and investment management services. The company was founded in 1762 and is headquartered in London, the United Kingdom.

The Wealth Management Association provides advice to investment community. It offer services for individual investors balancing major investing institutions. The company was founded in 1990 and is headquartered in London, the United Kingdom.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Part of The Carlyle Group Inc., Hawksmoor Group Ltd. is a British company that specializes in providing high quality discretionary management services for private investors, trusts, pension schemes, and charities. The company is based in Exeter, UK. The company also manages multi-asset funds-of-funds and offer risk-based 'Model Portfolios' for financial advisers. The company was founded in 2009 by John Christopher Crowley. The CEO is Sarah Jane Spencer Soar.