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Wisdom Shared Annual investment conference 6th - 7th October 2026 Carden Park Hotel, Cheshire First name* Last name* Email* Will you require accommodation on 6th October * I would like to hear about options for accommodation the night before the conference (5th October). Register Thank you for registering. More details to follow. Location Carden Park Hotel, Broxton Road, Nr Chester, Cheshire, CH3 9DQ Wisdom Shared 2025 Our annual event, gathering the whole Albemarle community for two days of continuing professional development, networking and sharing challenges and opportunities. Our flagship investment conference 2025 edition Wisdom Shared 2025 featured inspirational speakers, expert advisers and the Albemarle team coming together to discuss the hot topics impacting the adviser community and their clients. To share ideas and to listen to informative speakers is vital to my development as a business owner. Russell Partington Independent Financial Adviser Maplewood Financial Solutions The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends. Charlie Parker Managing Director Albemarle Street Partners Know more about our events Receive our latest insights and updates, designed for independently-minded advisers. Find out more

Rising Stars Our annual event supporting new advisers from across the UK as they develop their professional skills and build businesses. A community event for those new to the profession Rising Stars brings together new advisers to share their experiences and challenges and to learn from expert speakers, each other and the Albemarle team. The sessions focus on developing a client bank, long-term personal business planning and entrepreneurial skills. To have the opportunity to mix and socialise with people who are in your shoes, who are going through the same process as you is really beneficial. Sophie Barnes Partner & Independent Financial Adviser Chattertons Solicitors & Wealth Management The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends. Charlie Parker Managing Director Albemarle Street Partners Know more about our events Receive our latest insights and updates, designed for independently-minded advisers. Find out more

Adviser resources Providing advisers with timely content, educational videos, and practical guides to help support conversations. Understand key investment concepts Educational videos to help advisers communicate investment themes to clients. 60 seconds Play Video Play Video 01:10 Diversification Play Video Play Video 01:02 The relationship between risk and return Play Video Play Video 00:59 Avoiding bubbles Play Video Play Video 01:01 The perils of market timing Factsheets ASPIM Growth Portfolios ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity ASPIM Index Portfolios ASPIM Index 2 ASPIM Index 3 ASPIM Index 4 ASPIM Index 5 ASPIM Index 6 ASPIM Index 7 ASPIM Index 8 ASPIM Index 9 ASPIM Index 10 ASPIM Index Equity ASPIM ESG Portfolios ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 Prima funds Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Regulatory documents Prima Fund Prospectus Prima Fund NURS KIID MPS Portfolios Value Assessment Prima Fund Value Assessment Prima Fund Target Market MPS Portfolios Target Market Literature Building a centralised investment proposition (CIP) Asset class returns 10 years (%) Model portfolio service Investment risks explained Long-term investing essentials ESG Portfolios Investors' guide to markets Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets. Request the full guide We use Albemarle Street Partners illustration tool for an initial longer-term view of our clients’ potential investment journey, but it is also really useful for educating less experienced clients about the concept of investment risk, variable returns and the risk of running out of money. Paul Blight Head of Wealth Management, Tier One Capital The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends. Charlie Parker Managing Director, Albemarle Street Partners Stay informed Empowering independent advisers with the latest insights and market updates. Sign up Get in touch Eleanor Williams Partnerships Director +44 020 7043 0100 eleanor.williams@aspim.co.uk Nathan McKerlie Partnerships Manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Sarah Kennedy Partnerships Manager +44 07931 324 888 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships Manager +44 07376 452 145 ollie.vickers@aspim.co.uk Press office: asp im@sharecomms.co.uk Follow us on LinkedIn Investor's guide to market Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets. Get your free guide > Illustrations to support retirement planning Our free portfolio illustration tool supports the FCA's emphasis on retirement scenario planning. It assists advisers with clients during the decumulation and drawdown phase and helps strengthen the due diligence process. Find out more > Helping advisers thrive in their next steps Do you want to start your own business or elevate your existing business to the next stage of growth? Our business workshops are designed to help you with your next steps. Request workshop > Building a centralised investment proposition Building a centralised investment proposition. We work hand in hand with advice firms to create a centralised investment proposition which aligns with their advice philosophy and the specific needs of their clients. Find out more >

This target market information is for financial advisers only and supports target market assessments. Target market This Target Market information is prepared for financial advisers who use Albemarle Street Partners Managed Portfolio Service (the “MPS service") on behalf of their clients. It describes the Target Market for our portfolios which are offered as part of the MPS service and should be read in conjunction with other documentation such as the Fair Price and Value Assessment and other important information on our website. This information is intended for financial advisers only to complete target market assessments. Financial advisers should ensure their own target markets assessments are conducted and all their regulatory obligations are adhered to. The financial adviser is responsible for assessing suitability and supporting the client with understanding the nature and risks of the MPS service being provided by Albemarle Street Partners. Who is the MPS service available to? The MPS service is only available to UK retail and professional investors via a financial adviser or eligible counterparty. Investors must be willing and able to bear a partial loss of their capital and have a long-term time horizon of at least five years or more. What is your target Market for the MPS service? We would expect our MPS service to be recommended to clients who: Have an investment time horizon of five years or more. Are happy to take some investment risk. Understand they may experience a loss. Have a financial adviser who can assess their suitability and risk appetite. Are happy for their assets to sit on an investment platform. Who is your MPS service not suitable for? We would not expect our MPS service to be recommended to clients who: Have an investment time horizon of less than five years. Expect full capital preservation, or full monies back. Have no tolerance for any loss. Require a guaranteed income. Have no financial adviser. Are not happy to for their assets to sit on an investment platform. What knowledge and experience are they suitable for? Our MPS service is available to all levels of investor knowledge and experience (Low, Medium and High). What investors needs and objectives does the MPS service meet? Our MPS service is designed for investors seeking a range of financial objectives, including capital growth, income provision, or a combination of both. Please see the relevant documentation for specific objectives for each portfolio. How do you measure the portfolios' risk tolerances? We target specific volatility levels on each portfolio, these are reviewed regularly by our investment committee to ensure they remain within the required parameters. Additionally, the portfolios undergo independent risk profiling by Dynamic Planner, Defaqto, and EValue. For the latest independent risk rating, please consult your preferred risk profiler. What is your distribution strategy? Our MPS service is not available on an execution only basis. Any investment into our products should be via a financial adviser. Vulnerable clients Any investment into our products must be via a financial adviser. The financial adviser is responsible for having a vulnerable client policy in place and for accessing any client vulnerabilities. Careful consideration of any conclusions which could have a bearing on vulnerable clients should be made reviewing the Target Market guide and any findings acted upon. We have a broader commitment to build understanding of client vulnerability amongst our adviser clients. Please download the full Target Market guide for more information.

ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM ESG The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. Key benefits 8 portfolios, risk profiled 2-9 Multi-asset portfolios Actively managed Fees DFM fee 0.25% Ongoing charge (OCF) 0.68%* *at 31.10.2025. Based on ASPIM ESG 5. See factsheet for latest OCFs. Read the full investment policy to learn more about the ESG portfolios. Strategic asset allocation ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest factsheet for the current asset allocation. Related documents MPS portfolio Factsheet ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

This Privacy Policy explains how we collect your personal data, how we use it, and the steps we take to protect it. Website terms of use This website is exclusively for professional advisers only. Private investors should contact their financial adviser. Please read these terms carefully before using our website as they contain important information about how you may use the website. By using this website, you confirm that you agree to be bound by these Terms of Use. If you don't agree to these Terms of Use you should not use this website. The Privacy and Cookie Policies apply to your use of the Atlantic House Group website. By using this website, you are consenting to us processing any personal data that you provide to us or that we collect from you because of your use of our website. Our Privacy and Cookie Policy set outs what we do with that personal data. All calls may be recorded for training and monitoring purposes. In the unfortunate circumstances you have any cause to make a complaint please email: info@atlantichousegroup.com or write to us at Atlantic House, 135 Bishopsgate, London EC2M 3TP. About us This website is issued by Atlantic House Group Limited (Registered no: 09770730) and the contents of this website are communicated by, and the property of Albemarle Street Partners (ASP). Albemarle Street Partners is a trading name of Atlantic House Investments Limited (AHI). Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.A. Registration number: 11962808. AHI is authorised and regulated by the Financial Conduct Authority (FRN: 931264). AHI is a wholly owned subsidiary of Atlantic House Group Limited. Intellectual property We, or our licensors, own the copyright and all other intellectual property rights in our website and all content on it, including the Atlantic House Group of companies logos, names and trademarks. Unless specifically prohibited by a notice on any page, you may print or download individual sections of this website for your own personal information and use only, provided that you retain all copyright and other proprietary notices. You must not use, extract or reproduce logos or any content from our website for commercial purposes without first obtaining the written consent of Atlantic House or any party which licenses any content to us. If you use, download, print or reproduce content from our website in breach of these Terms of Use your right to use our website will immediately end and you must return to us or destroy (at our option) all digital and paper copies of the content that you have made. Third Party Links Our website may contain links to other websites from time to time, including to pages and other websites operated by us or by a third party operating on our behalf. Where our website contains links to other websites and resources provided by third parties, these links are provided for your information and for your convenience only. We have no control over the contents of those sites or resources, we accept no responsibility for them and you shouldn’t take our providing these links as an endorsement or guarantee by us of the websites or the information on them. You must not link to this website in a way that implies endorsement or partnership without our permission. Viruses We don't guarantee that our website will be free from malicious programs or materials, bugs or viruses. You're responsible for configuring your information technology and software to access this website and should use your own virus protection software. Responsibility for loss or damage We do not exclude or limit in any way our liability to you where it would be unlawful to do so. This includes liability for: death or personal injury as a result of our negligence; fraud or fraudulent misrepresentation. We won't be liable to you for any loss or damage (even if foreseeable) arising under or in connection with: use of, or inability to use, our website; use of or reliance on any content displayed on our website; or viruses, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our website or to your downloading of any content on it, or on any website linked to it. We accept no liability for the information contained on any third-party websites linked to on our website and we won't be liable for any loss or damage that may arise from your use of them. These Terms of Use (and any non-contractual obligations arising out of or in connection with them) are governed by the law of England and Wales and the courts of England and Wales have exclusive jurisdiction to determine any dispute arising out of or in connection with them (including without limitation in relation to any non-contractual obligations).

Learn how our model portfolios (MPS) and multi-asset funds can support your requirements across a range of client outcomes. ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. Multi-asset funds Our multi-asset fund range consists of three risk profiled funds designed to blend the strengths of our ASPIM Growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. The funds are managed using the same investment strategy as our model portfolios. Atlantic House Investments is the Investment Adviser for the funds. The Authorised Corporate Director (ACD) is Margetts Fund Management. Key benefits 3 actively managed funds Multi-asset approach Fees Annual management charge (AMC) A Acc: 0.50% Inc: 0.10% (ACD fee only) if accessed via our MPS service Acc: 0.10% (ACD fee only) if accessed via our MPS service Ongoing charges (OCF)* A Acc: 0.69% (capped) Inc: 0.29% (ACD fee only) if accessed via our MPS service Acc: 0.29% (ACD fee only) if accessed via our MPS service *at 31.10.2025. Based on Prima Balanced Fund. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation Prima Cautious Prima Balanced Prima Adventurous Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest fund information sheet for the current asset allocation. Related documents Fund Information sheet Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Dealing directly For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808 . Visit Margetts Fund Management for further information. MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

Annual report 2024 The year we now head into is one in which recovery can take root across the world, without the heavy burden of rising inflation and with the tailwind of falling interest rates.

Meet the Atlantic House Board, dedicated leaders providing strategic guidance, governance, and oversight to support our strategy and long-term success. Atlantic House Group board of directors Chris Macdonald Chairman Chris is a co-founder and former Chief Executive of Brooks Macdonald plc. Chris has over 30 years’ experience in investment management and financial services. He has held several Non Exec and Chair roles for both private and public companies over the past 15 years. As well as being Chair of Atlantic House he currently holds a number of advisory and consultancy roles in investment and wealth management as well as being an associate of the Institute of Continuing Professional Development. Tom May Chief Executive Tom is the Chief Executive & Chief Investment Officer of the Atlantic House Group. As well as running the business on a day-to-day basis, Tom oversees the firm’s investment mandates and is a lead manager of the Atlantic House Defined Returns Fund. Prior to founding Atlantic House in 2008 with two partners, Tom had a long career at Citigroup, culminating as Head of European Securitised Equity Derivatives and Secondary market trading. Andrew Lakeman Executive director Andrew was an original founder of Catley Lakeman May, the firm that became Atlantic House Group and was responsible for driving the firm’s distribution strategy. Before starting the firm, Andy was a director in equity derivatives business at Citigroup. He joined in 2005 to build out their Structured Product Business to UK asset managers. Prior to this, Andy worked in asset management for AXA Investment Management, Threadneedle and John Govett. Andy now lives in Australia and is working to develop the firms strategy in Australia, New Zealand and Asia. Robert Brown Non-executive director Robert was CFO and a founder partner of Marshall Wace LLP, one of Europe’s leading hedge fund managers, with assets under management in excess of $65 bn. He retired from the Partnership in 2010 since when he has held a number of advisory and non-executive roles. Prior to joining Marshall Wace he qualified as an accountant and spent 13 years in various management roles within the Equity business of SG Warburg and successor companies. He divides his time between the UK and Portugal. Mike Vogel Non-executive director Mike has over 40 years of experience in the asset management industry originally with M&G then Prolific where he became group CEO in 1992. In April 1995, he joined Framlington as the Chief Executive, where he oversaw significant growth in the value of the business. He left Framlington in June 2003 in order to establish Elcot Capital Management Limited. From 2007 to 2021, Mike was Chairman of Premier Asset Management Limited, now Premier Miton Group PLC, a listed asset management company. He is also a director of The Think Digital Group Limited. Luke Wiseman Non-executive director Luke is a Director of Elcot Capital Management. Prior to joining Elcot, Luke was Managing Director of Steel Partners (UK) from 2005 to 2010, having previously been a Portfolio Manager at Carlson Capital. In addition to his role on the Atlantic House Group board, Luke is currently a non-executive director for Oodle Financial Services and Think Digital Group. Albemarle Street Partners is part of the Atlantic House Group

Providing financial advisers and paraplanners with timely content, educational videos, and practical guides to help support conversations. ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM Growth The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. Key benefits 10 portfolios, risk profiled 2-11 Multi-asset portfolios Actively managed portfolios Fees DFM fee 0.25% Ongoing charge (OCF) 0.49%* *at 31.10.2025. Based on ASPIM Growth 5. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest factsheet for the current asset allocation. Related documents Portfolio Factsheet ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More