# Trade Mark Journal No.2025/035 29 August 2025

## UK00004250702 18 August 2025 (35,36,41)

Mark 1

Mark 2

Mark 3

Class 35
  Business advice; Business management advice and assistance; Business management and consulting; Business planning services Business strategic planning services; Business planning; Strategic business planning; Business strategic planning; Business strategy and planning services; Business planning consultancy; Advisory services relating to business planning; Consultancy relating to business planning; Assistance, advisory services and consultancy with regard to business planning; Business succession planning; Business management; Business management advice; Advice on tax preparation; Business efficiency advice; Advisory services relating to commercial planning; Advice relating to business organization.
Class 36
  Independent financial planning advice; Financial consultancy; Financial information and advisory services; Advice relating to pensions; Financial advice relating to pensions; Insurance advice; Investment advice; Financial advice; Pension consultancy; Mortgage advice; Pension planning; Financial advice relating to investment; Provision of tax advice [not accounting]; Wealth management; Investment management; Financial portfolio management; Financial management of pensions; Financial management relating to investment; Investment trust management; Financial risk management; Portfolio investment management; Mortgage lending and mortgage brokerage services; Mortgage refinancing; Financial planning; Financial planning services; Planning (estate -) [financial]; Financial planning and investment advisory services; Personal financial planning services; Financial planning and management; Financial management and planning; Personal financial planning; Financial planning for retirement; Personal financial planning advisory services; Financial trust planning; Financial planning services relating to taxation; Estate planning services [arranging financial affairs]; Advisory services relating to financial planning; Financial investment services; Financial services relating to business; Independent financial planning advice; Financial investment management services; Financial advice relating to tax planning; Financial investments; Financial services; Financial and investment consultancy services; Financial advisory services for companies; Financial investment; Financial consulting services; Financial investment research services; Financial economic advisory services; Financial management services; Financial investment advisory services; Financial services relating to investment; Financial investment fund services; Arranging of financial investments; Financial planning relating to school fees; Consultancy services relating to financial investment; Financial savings services; Financial advisory services relating to retirement plans; Advisory services relating to financial investments; Investment business services; Financial advisory services for individuals; Financial management; Management (Financial -); Financial strategy consultancy services; Financial affairs services; Financial consultancy services; Financial and monetary services; Pension planning services; Advisory services relating to financial investment; Financial consultancy; Consultancy (Financial -); Financial brokerage services; Financial management relating to investment; Financial advisory and management services Financial management advisory services; Financial management of pensions; Financial advisory services; Financial advisory services relating to tax; Wealth management; Wealth management services; Financial services relating to wealth management; Financial asset management; Management of financial assets; Investment management; Financial portfolio management; Management of investments; Investment asset management; Asset and portfolio management; Investment management services; Management of funds; Financial management of stocks; Management of investment portfolio; Management of investment portfolios; Pension investment management; Investment portfolio management services; Portfolio management services (Investment -); Advisory services relating to financial asset management; Management of investment funds; Cash management; Financial advisory services relating to assets management; Stock investment management; Financial information management and analysis services; Advisory services relating to money management; Financial management of cash accounts; Pension fund financial management; Cash management services; Pension management services; Management of shares; Offshore fund management; Insurance advice; Financial advice; Investment advice; Mortgage lending and mortgage brokerage services; Advice relating to insurance; Financial advice relating to investment; Provision of financial advice; Advice on finance for retirement; Financial advice relating to tax; Advice relating to mortgages for residential properties; Advice services relating to enhancement of mortgages; Mortgage services; Financial advice relating to pensions; Mortgage insurance; Financial advice relating to income tax; Mortgage broking; Advice relating to investment for retirement; Financial advice relating to trusts; Providing advice relating to the arranging of mortgages; Trust advice; Mortgage brokerage; Financial advice relating to inheritance; Mortgage loans and financing services; Advice relating to investments; Financial advice relating to taxation; Financial advice relating to wills; Mortgage financing services; Financial advice and consultancy services; Mortgage broking services; Advice relating to pensions; Mortgage brokerage services; Mortgage brokering; Advice on finance during retirement; Financial services relating to mortgages; Commercial mortgage brokerage; Advice relating to investment during retirement; Tax advice [not accounting]; Mortgage protection policies; Personal insurance relating to liability for repayment of loans; Provision of mortgage funds; Insurance services for the protection of mortgages; Advisory services relating to mortgages; Provision of tax advice [not accounting]; Financial forecasting; Planning of finances relating to taxation; Financial management of employee pension plans; Planning services relating to life insurance; Pension planning; Financial advisory services relating to life assurance; insurance services relating to contingency planning; Insurance brokerage for property; Insurance brokerage; Life insurance brokerage; Administration of mortgage business; Financial economic analysis; Financial services relating to pensions; Estate trust planning; Tax planning [not accounting]; Planning services relating to pensions; Financial services relating to insurance; Monitoring of financial portfolios; Financial information and advisory services; Advisory services relating to financial matters; Providing financial information; Provision of information relating to insurance and financial services; Consultation services relating to financial matters; Financial analysis services relating to investments.
Class 41
  Coaching in economic and management matters; Coaching; Coaching services; Personal coaching [training]; Training of financial personnel; Coaching relating to finance; Coaching [training]; Life coaching [training]; Education; Education services; Adult education services relating to finance; Primary education services relating to literacy; Services of schools [education]; Training and education services; Education and training services; Education information services; Planning of seminars for educational purposes.

Rootes Wealth Management Limited

Representative: Howes Percival LLP