# Trade Mark Journal No.2026/027 3 July 2026

## UK00004400911 11 June 2026 (35,36,41)

Carrington Wealth Management

Class 35
  Advertising, marketing and promotional services relating to financial services, investment services, investment funds, collective investment schemes, wealth management services and financial products; provision of marketing information relating to investment products and financial services. Business administration and business management relating to investment funds, collective investment schemes and financial products; administration of customer and investor relationships; provision of business information relating to financial products and investment opportunities. Provision of information, advice and consultancy relating to all the aforesaid services.
Class 36
  Financial services; financial affairs; monetary affairs; wealth management services; financial planning services; financial advisory services; financial consultancy services; investment services; investment advisory services; investment consultancy services; investment management services; discretionary investment management services; non-discretionary investment management services; asset management services; portfolio management services; private client financial services; Financial family office services, namely financial planning, wealth management, investment management and financial administration services for high net worth individuals and families; Retirement planning services; pension planning services; pension advisory services; pension management services; estate planning services relating to financial matters; inheritance planning services relating to financial matters; tax planning services relating to financial matters; insurance advisory services; insurance brokerage services; savings and investment services; Financial planning relating to life assurance, income protection insurance and critical illness insurance; Creation, establishment, operation, administration, management and promotion of investment funds; creation, establishment, operation, administration, management and promotion of collective investment schemes; creation, establishment, operation, administration, management and promotion of collective investment vehicles; creation, establishment, operation, administration, management and promotion of pooled investment vehicles. Fund management services; investment fund management services; collective investment fund management services; operation and management of unitised investment funds; operation and management of collective investment schemes; operation and management of investment portfolios; operation and management of model portfolios; operation and management of managed portfolios; administration of investment funds; administration of collective investment schemes; administration of investment portfolios; investment fund administration services. Management of authorised investment funds; management of alternative investment funds; management of multi-asset investment funds; management of model portfolio services; management of collective investment vehicles; management of pooled investment vehicles. Distribution of investment funds; distribution of collective investment schemes; distribution of investment products; provision of investment funds; provision of collective investment schemes; provision of investment products; provision of investment vehicles; provision of pooled investment vehicles; arranging investments; arranging investment transactions; facilitating investment transactions. Unitisation of investments; unitisation of investment portfolios; operation of unitised investment arrangements; provision and management of unitised investment products. Online financial services; electronic financial services; provision of financial information; provision of investment information; financial analysis; investment analysis; investment research; financial research; financial forecasting; cashflow forecasting; financial modelling; provision of information, advice and consultancy relating to investments, wealth management and financial planning. Trust services relating to investments; trustee services relating to investment arrangements; Provision of information, advice and consultancy relating to all the aforesaid services; provision of the aforesaid services online, electronically, through digital platforms, client portals and software applications. .
Class 41
  Education and training services; financial education services; arranging and conducting seminars, conferences, workshops and webinars; publication of educational materials; publication of newsletters; provision of online educational content; coaching services relating to financial planning, investments, retirement planning and wealth management; production of podcasts; provision of non-downloadable videos and educational materials online; provision of information, advice and consultancy relating to the aforesaid services.

Carrington Investment Consultants Limited