South Wales, July 3 -- United Kingdom Intellectual Property Office (UKIPO) has registered trademark "Carrington Wealth Management" on June 11. The details about the trademark application no. UK00004400911 published in the journal no. 2026/027 (July 3).
Carrington Investment Consultants Limited filed the trademark application for the below mentioned good(s)/service(s).
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.
The original document can be viewed at: http://www.ipo.gov.uk/cgi-bin/redirect.cgi?type=tmj&link=6¶m1=UK00004400911
Disclaimer: Curated by HT Syndication.
