Trade Mark Journal No.2025/034 22 August 2025

Mark 2

Class 9

Downloadable mobile applications for use in financial, mortgage and property advisory services; downloadable software and tools for affordability assessments, loan calculators and property valuations; downloadable educational content, templates, checklists, toolkits, publications and workbooks; digital media, including audio and video recordings, podcasts and webinars; downloadable e-books, guides and training materials in the fields of finance and property.

Class 35

Business consultancy services; business management and strategic advisory services in the fields of finance and real estate; market research and promotional services; advertising and marketing services, including digital and social media campaigns; business networking and lead generation services; franchising consultancy and support; business support services for self-employed brokers and affiliate partners.

Class 36

Mortgage and financial advisory services; insurance, investment and equity release consultancy; commercial lending, secured and unsecured finance, and financial protection advice; property consultancy, real estate agency and investment services; property acquisition, leasing and management services; real estate development and project financing; management of property portfolios; financial planning services; personal and business finance consultancy; advisory services relating to financial products, risk management and affordability; estate agency services and property sourcing; brokerage services relating to loans, mortgages and property transactions.

Class 38

Broadcasting and streaming of audio and video content, including podcasts and webinars; transmission of educational and promotional content via the internet and other communications networks; webcasting and on-demand content delivery in the fields of finance, property and business coaching.

Class 41

Education and training services in the fields of mortgages, finance, property, entrepreneurship and business development; business and personal coaching services; arranging and conducting of workshops, seminars, courses, masterclasses and conferences, both online and in person; organising exhibitions and networking events; production and provision of podcasts, webinars and audio-visual educational content; publication of online and non-downloadable publications, blogs, guides, templates and toolkits; vocational training and certification services in the finance and property sectors; keynote and motivational speaking services; business coaching and mentoring for entrepreneurs and investors.

Class 42

Software as a Service (SaaS) featuring tools for financial planning, mortgage calculation, property analysis and client on-boarding; hosting of platforms and portals for financial and property advisory services; design and development of digital platforms for education, training and consultancy; provision of online client intake, profiling and analytics tools for financial and property professionals; licensing of intellectual property including business models and educational materials.

Class 45

Will writing and estate planning services; legal consultancy in the fields of property, finance, inheritance and trusts; preparation and review of legal documents relating to financial and property transactions; advisory services relating to compliance and regulatory obligations in the finance and property sectors; legal support for licensing and franchising agreements relating to mortgage and property services.