# Trade Mark Journal No.2026/029 17 July 2026

## UK00004405385 22 June 2026 (35,36,41)

Class 35
  Tax preparation; Tax and taxation planning, advice, information and consultancy services; Financial record-keeping for insurance risk management; Philanthropy consultation relating to taxation planning.
Class 36
  Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing financial advice to high net worth individuals and companies, financial retirement plan consulting, executive financial counseling, and financial wellness coaching services, namely, providing financial advice and assistance to individuals and companies as part of fringe benefit programs for their employees; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services; Investment management; Bill payment services; Insurance consultation; Insurance information; Insurance risk management; Financial risk management consultation; Financial planning for retirement; Financial retirement plan consulting services; Fiduciary services, namely, fiduciary representative services; Estate planning; Estate trust planning; Estate trust management; Providing information in the field of estate planning; Financial trust planning; Financial trust administration; Venture capital advisory services; Venture capital financing; Providing venture capital, development capital, private equity and investment funding.
Class 41
  Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of finance, investment, wealth management, money management and financial planning.

Cerity Partners LLC

Representative: Wilson Gunn