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Westerby Trustee Services Limited And Joanne Stalley As Trustees Of The Westerby Private Pension - J Stalley investment portfolio

Westerby Trustee Services Limited And Joanne Stalley As Trustees Of The Westerby Private Pension - J Stalley has made numerous investments in companies such as Adviser Services Holdings, Lync Wealth Holdco, and Rockhold Holdco within the Fintech & Financial Services sector.

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Portfolio
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Portfolio (4)

CompanySectorCitySourceLast confirmed on
Adviser Services Group Holdings LimitedFintech & Financial ServicesKnutsfordConfirmed2025-09-30
Adviser Services Holdings Limited
Adviser Services Holdings Limited provides financial‑services support to UK financial planners, offering adviser development, compliance, business development and investment‑solution services through its group of companies such as Lyncombe Consultants, Rockhold Asset Management, Sense Network and Lync Wealth Management.
Fintech & Financial ServicesKnutsfordConfirmed2026-04-29

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