Investment consultancy in relation to financial planning, wealth management services, mortgage advice and pension planning; financial consultancy; financial affairs; financial services; financial planning; portfolio management; monetary affairs; tax services (not accounting); life assurance; investment services in relation to financial planning, wealth management services, mortgage advice and pension planning; wealth management services; administration and valuation of investments in relation to financial planning, wealth management services, mortgage advice and pension planning; personal equity plans; brokerage services; fund transfer services in relation to financial planning, wealth management services, mortgage advice and pension planning; nominee services; trust services; trustee services; trusteeship services; unit trusts; unit trust services; fiduciary services; executorship services; financial risk assessment services; pensions services; pension fund administration services; personal pension services; fund management services in relation to financial planning, wealth management services, mortgage advice and pension planning; pension fund services; investment risk assessment in relation to financial planning, wealth management services, mortgage advice and pension planning; pension consultancy and services; information, consultancy and advisory services relating to all the aforesaid services