| Wilmslow Wealth Management Neil Taylor UK00003428146 | | Financial services relating to investment;Financial services relating ... Class 036 Class 036 Insurance & Financial Services Financial services relating to investment;Financial services relating to pensions;Financial services;Financial services relating to wealth management. | |
| PARTNERS WEALTH MANAGEMENT Partners Wealth Management LLP UK00003569601 | | Design, development, updating and maintenance of software; design, dev... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field. Class 035 Class 035 Advertising, Business & Retail Services Business information, advisory and consultancy services; business management services; data processing, systematisation and management; database management; compilation, storage, analysis and retrieval of information and data; providing business and commercial contact information; tax services, information, advice and consultancy [accountancy]; tax planning [accountancy]; preparation and completion of income tax returns; economic forecasting and analysis; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid. Class 036 Insurance & Financial Services Financial services; financial information, advisory and consultancy services; financial planning and management services; personal financial planning advisory services; investment services; investment management; investment administration services; finance management; cash management services; fund management services; brokerage of stocks, bonds and other securities; asset valuations; financial forecasting, planning and analysis; financial evaluation, analysis and consultancy; preparation and analysis of financial reports; security trading services; profit and cash flow forecasting and planning; provision of financial advice and information; provision of investment advice and information; provision of pensions advice and information; provision of tax advice and information [not accounting]; provision of investment savings plans; capital investment programmes; insurance services; providing news and information in the financial field; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 041 Education and Entertainment Services Providing on-line electronic publications in the financial field; providing on-line non-downloadable check-lists, questionnaires, information and advice packs and training manuals in the financial field; providing on-line non-downloadable electronic document templates in the financial field; publication of educational and training guides in the financial field; education and training services in the financial field; arranging and conducting of financial educational seminars, conferences, courses and workshops; information, advisory and consultancy services relating to any of the aforesaid.
Class 042 Computer & Software Services & Scientific Services Design, development, updating and maintenance of software; design, development, updating and maintenance of computer and mobile applications and electronic databases; design, development, updating and maintenance of web portals and platforms; Software as a service [SaaS] in the financial field; providing temporary use of online non-downloadable computer software and software applications in the financial field; providing temporary use of online non-downloadable computer software, applications and programs for interactive quizzes and questionnaires in the financial field; hosting of portals on the Internet; hosting of computerised data, files, applications and information; electronic data storage; information, advisory and consultancy services relating to any of the aforesaid. | |
| PARTNERS WEALTH MANAGEMENT Partners Wealth Management LLP UK00003569602 | | Design, development, updating and maintenance of software; design, dev... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field. Class 035 Class 035 Advertising, Business & Retail Services Business information, advisory and consultancy services; business management services; data processing, systematisation and management; database management; compilation, analysis and retrieval of information and data; providing business and commercial contact information; tax services, information, advice and consultancy [accountancy]; tax planning [accountancy]; preparation and completion of income tax returns; economic forecasting and analysis; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid. Class 036 Insurance & Financial Services Financial services; financial information, advisory and consultancy services; financial planning and management services; personal financial planning advisory services; investment services; investment management; investment administration services; finance management; cash management services; fund management services; brokerage of stocks, bonds and other securities; asset valuations; financial forecasting, planning and analysis; financial evaluation, analysis and consultancy; preparation and analysis of financial reports; security trading services; profit and cash flow forecasting and planning; provision of financial advice and information; provision of investment advice and information; provision of pensions advice and information; provision of tax advice and information [not accounting]; provision of investment savings plans; capital investment programmes; insurance services; providing news and information in the financial field; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 041 Education and Entertainment Services Providing on-line electronic publications in the financial field; providing on-line non-downloadable check-lists, questionnaires, information and advice packs and training manuals in the financial field; providing on-line non-downloadable electronic document templates in the financial field; publication of educational and training guides in the financial field; education and training services in the financial field; arranging and conducting of financial educational seminars, conferences, courses and workshops; information, advisory and consultancy services relating to any of the aforesaid.
Class 042 Computer & Software Services & Scientific Services Design, development, updating and maintenance of software; design, development, updating and maintenance of computer and mobile applications and electronic databases; design, development, updating and maintenance of web portals and platforms; Software as a service [SaaS] in the financial field; providing temporary use of online non-downloadable computer software and software applications in the financial field; providing temporary use of online non-downloadable computer software, applications and programs for interactive quizzes and questionnaires in the financial field; hosting of portals on the Internet; hosting of computerised data, files, applications and information; electronic data storage; information, advisory and consultancy services relating to any of the aforesaid. | |
| PRIVATE WEALTH MANAGEMENT Fideuram - Intesa Sanpaolo Private Banking S.p.A. UK00003569730 | | Insurance; Financial affairs; Monetary affairs; Real estate affairs; A... Class 036 Class 036 Insurance & Financial Services Insurance; Financial affairs; Monetary affairs; Real estate affairs; Accident insurance underwriting; Instalment loans; Brokerage; Credit bureau services; Real estate agency services; Debt collection agencies; Real estate brokerage; Insurance brokerage; Financial customs brokerage services; Assurance underwriting; Banking; Real estate appraisal; Mutual funds; Capital investment; Surety services; Currency trading and exchange services; Issuance of travelers' checks; Clearing, financial; Safe deposit services; Organisation of collections; Loans [financing]; Financial evaluation [insurance, banking, real estate]; Trusteeship; Financing services; Financial management; Financing of loans against security; Real estate management; Apartment house management; Fire insurance underwriting; Rental of real estate; Medical insurance; Marine insurance underwriting; Mortgage banking; Savings bank services; Credit and financial leasing; Stocks and bonds brokerage; Life insurance underwriting; Financial analysis; Check [cheque] verification; Financial consulting; Insurance consultancy; Processing of credit card payments; Processing of debit card payments; Electronic funds transfer; Financial information; Insurance information; Issuance of tokens of value; Deposits of valuables; Issuance of credit cards; Retirement payment services; Financial sponsorship; Online banking; Lending against security; Provident fund services; Stock brokerage services; Arranging finance for construction projects; Providing financial information via a web site; Fund investment services; Brokerage services for stocks and bonds; Current account facilities. | |
| JBM Wealth Management Venn Wealth Management Ltd UK00003691338 | | Education and training financial, auditing, accounting, business and m... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Electronic publications in the field of wealth management services; downloadable publications in the field of wealth management services. Class 016 Class 016 Paper Goods and Printed Material Printed matter, including printed publications, books, magazines [periodicals], newspapers, printed forms, pamphlets, posters, flyers, booklets, note books, calendars, albums, newsletters, catalogues, prospectuses, reports. Class 035 Advertising, Business & Retail Services Advertising and marketing; business management; business administration; office functions; business inquiries; tax filing services; drawing up of statements of accounts; economic forecasting; business management assistance; professional business consultancy; business management and organization consultancy; family business projects management and organization consultancy; business management; business investigations; marketing studies; business information; commercial information and advice for consumers [consumer advice shop]; business research; providing business information; price comparison services; business efficiency expert services; business information services provided online from a computer database or the Internet.
Class 036 Insurance & Financial Services Wealth management services; financial services relating to wealth management; insurance; financial and monetary affairs; financial management of reimbursement payments for others; investing and capital investment consultancy; real estate management; commercial real estate investing consultancy; private investment portfolios management (portfolio management); private assets management; private banking; investment of funds; financing services; financial operations; financial management; fiscal assessments; strategic investment consultancy; advisory services related to equity and debt financing; financial analysis of the investment projects; financial advisory services relating to tax and tax planning; financial consultancy related to family assets and capital management; family business projects consultancy; real estate insurance consultancy; assets insurance consultancy; advice on finance for and during retirement; advice relating to investment for retirement; financial management services relating to retirement homes; pension planning and investment management; pension services; financial advisory services relating to life assurance; financial services relating to businesses’ insurance for business; financial calculators; financial information services relating to financial stock markets; bank and savings account services.
Class 041 Education and Entertainment Services Education and training financial, auditing, accounting, business and management matters; computer training; organization of education in the sphere of financial activity, stock exchange operations, insurance and business, private investment, real estate affairs and family business projects management; providing newsletters in the field of financial services; provision of educational online videos. | |
| CG/ WEALTH MANAGEMENT Canaccord Genuity Corp. UK00003816175 | | Arranging business conferences regarding investment banking, business ... Class 016 Class 016 Paper Goods and Printed Material Publications relating to investments, asset management, equity and debt securities, futures and derivatives, corporate finance and financial research; publications relating to portfolio management, insurance brokerage and estate planning. Class 035 Class 035 Advertising, Business & Retail Services Business research services. Class 036 Insurance & Financial Services Providing financial analysis and opinions; investment dealer services; acting as an investment and financial broker and dealer of equity and debt securities, futures and derivatives; broker-dealer financial services in the field of options, direct access investment broker, securities order execution only investment broker, equity and debt securities, futures, options and derivatives; financial trading in securities; broker and dealer of foreign exchange transactions; insurance brokerage services; investment brokerage services; acting as a futures commission merchant; acting as a derivatives dealer, namely, trading of financial derivatives; underwriting equity and debt securities; financial advisory services relating to corporate finance, restructuring, mergers and acquisitions; investment banking; corporate finance services, namely mergers, acquisitions, divestitures, and restructuring; financial and investment counseling services; investment consultation services; estate planning services; investor relations services; information in the field of financial and investment matters; asset and wealth management services; portfolio management services; direct access brokerage services; discount brokerage services to retail investors; financial and investment research services; offering electronic trading to institutions.
Class 041 Education and Entertainment Services Arranging business conferences regarding investment banking, business research, asset management, investment consultation, and financial matters. | |
| Copestone Wealth Management Copestone Wealth Management Ltd UK00003816199 | | Financial advice;Provision of financial advice;Financial advice relati... Class 036 Class 036 Insurance & Financial Services Financial advice;Provision of financial advice;Financial advice relating to wills;Financial advice and consultancy services;Financial advice relating to inheritance;Financial advice relating to pensions;Financial advice relating to settlements;Financial advice relating to trusts;Financial advice relating to taxation;Financial advice relating to investment;Financial advice relating to income tax;Financial advice relating to tax planning;Insurance advice;Mortgage advice;Credit advice;Trust advice;Investment advice;Loan advice;Income tax advice;Financial research;Financial services;Advice regarding credit;Financial management;Financial planning;Financial investment;Financial investments;Advice relating to insurance;Advice relating to investments;Advice relating to pensions;Wealth management;Wealth management services;Financial services relating to wealth management;Fund management;Portfolio management;Investment management;Asset management;Funds management;Investment asset management;Pension investment management;Pension management services;Investment management services;Portfolio investment management;Management of investments;Management of assets;Funds management services. | |
| RKP WEALTH MANAGEMENT RKP Wealth Management (a partnership) UK00003656982 | | Financial services; financial planning services; financial advisory se... Class 036 Class 036 Insurance & Financial Services Financial services; financial planning services; financial advisory services; financial analysis services; financial consultancy services; financial information services; financial management services; financial research services; provision of financial information; investment services; investment, investment dealing, investment holding, investment management, investment planning and investment trust services; investment advisory services; investment funds; management of investments being the settlement of investments of clients; advice, research and report in respect of financial and wealth management services; asset and portfolio management; investment and financial protection advice; fund management services; share dealing services; administration and valuation of investments; valuation services; personal equity plans; brokerage services; fund transfer services; nominee services; trust services; trustee services; trusteeship services; unit trusts; unit trust services; fiduciary services; executorship services; risk management; asset management; mutual funds; stock exchange quotations; tax advice; tax planning services; estate management; estate planning; estate protection schemes; trust based inheritance tax mitigation schemes; trusteeship; inheritance and capital gains tax planning and mitigation schemes and establishment of trusts for dependents; trust based inheritance tax mitigation schemes; retirement and inheritance planning; insurance and assurance services; life policies; income protection and risk management; employee benefit and critical illness protection schemes; life assurance; pensions services; pension fund administration services; personal pension services; fund management services; pension fund services; banking services; financing services; services for the financing of loans; mortgages and lending services; estate securities; home protection schemes; property investors services; information, advisory and consultancy services relating to all the aforesaid services. | |
| Schmidt Wealth Management Schmidt Research Partners Limited UK00003946963 | | Financial services, namely advisory services in the financial, investm... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable electronic publications; prospectuses, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, in the financial, investment and wealth management fields, all in electronic form; financial reports made available through an online portal; computer programs for financial analysis and measurement, communications and data processing in the financial, investment and wealth management fields; audio visual recordings in the financial, investment and wealth management fields. Class 016 Class 016 Paper Goods and Printed Material Reports and research in paper format. Class 036 Insurance & Financial Services Financial services, namely advisory services in the financial, investment and wealth management fields; custodial and pension services; financial advice; financial planning advice; investment advice; investment planning advice; tax advice; tax planning advice; wealth management advice; individual pension plans; discretionary investment and portfolio management services; investment portfolio monitoring services; investment portfolio performance analysis services; credit brokerage services; services related to administration of assets namely custody and settlement; services related to the management of pooled funds and pension funds; trust and estate services; investment management services; trust management services; wealth management services. | |
| DESIRE WEALTH MANAGEMENT Desire Wealth Management Ltd UK00003915595 | | Financial advice;Provision of financial advice;Financial advice relati... Class 036 Class 036 Insurance & Financial Services Financial advice;Provision of financial advice;Financial advice relating to investment;Financial advice relating to tax;Independent financial planning advice;Financial advice relating to trusts;Financial advice relating to pensions;Financial advice and consultancy services;Financial advice relating to taxation;Financial advice relating to tax planning;Financial advice relating to wills;Financial advice relating to inheritance;Financial advice relating to settlements;Financial assistance;Income tax advice [financial];Investment advice;Financial advice relating to income tax;Financial advice in the field of franchising;Financial information, data, advice and consultancy services;Provision of advice [financial] to loss adjusters;Financial consulting;Providing information, consultancy and advice in the field of financial valuation;Financial information;Information (Financial -);Financial advice relating to employee share schemes;Financial advice relating to share option schemes;Provision of advice [financial] to accident investigators;Financial consultation;Personal financial planning advisory services;Consultancy relating to educational financial assistance;Mortgage advice;Personal financial planning;Consultations [financial];Credit advice;Financial investment;Financial information and advisory services;Financial consultancy;Consultancy (Financial -);Financial information for investors;Personal financial planning services;Loan advice;Advice regarding lending services;Advisory services relating to financial investment;Financial information services;Advice relating to investment for retirement;Financial planning and investment advisory services;Financial planning;Financial investment advisory services;Financial investment services;Financial economic advisory services;Providing information, consultancy and advice in the field of investment banking;Financial consultancy and information services;Financial information services relating to financial stock markets;Advice relating to investments;Insurance advice;Financial trust planning;Financial consulting services;Financial services relating to investment;Financial information services relating to financial bond markets;Advice regarding credit;Personal insurance services relating to the supply of legal advice;Provision of financial information;Financial advisory services;Providing investors with financial information;Advisory services relating to financial planning;Advisory services relating to financial matters;Providing financial information;Financial services;Financial and monetary services;Financial planning services;Financial advisory services provided for bankers;Financial investment research services;Consultancy services relating to financial investment;Financial research;Research (Financial -);Financial management relating to investment;Financial consulting and advisory services;Financial information and evaluations;Financial advisory services relating to insolvency;Financial advisory services relating to tax;Advisory services relating to financial investments;Financial consultation services;Financial consultancy relating to loans;Financial analysis;Analysis (Financial -);Financial and investment consultancy services;Insurance and financial information and consultancy services;Financial advisory services relating to life assurance;Personal financial banking services;Financial investment management services;Economic research services [financial];Economic financial research services;Financial management;Management (Financial -);Financial consultancy relating to credit services;Financial analysis and consultation;Residential investment advice;Financial evaluation;Financial investments;Trust advice;Financial research services;Information services relating to financial business appraisals;Financial analysis services;Financial lending services for personal purposes;Financial loan consultancy;Advice relating to insurance;Financial analysis and consultancy;Real estate investment advice;Financial trust management;Appraisals (Financial -);Financial appraisals;Consultation services relating to financial matters. | |
