Sedulo | One of the fastest growing UK mid-tier business advisory firms, for good reason

GROUP

s u o l u d e S adjective

Showing dedication and diligence.

ABOUT US OUR LOCATIONS AUDIT ALLOWANCES, INCENTIVES AND RELIEFS 10 ENERGY TAX RELIEF 10 CAPITAL TAX ALLOWANCE 11 RESEARCH AND DEVELOPMENT TAX RELIEF 12 MERGERS AND ACQUISITIONS 13 DEAL ADVISORY 14 TRANSACTION SERVICES 15 EXCELLENCE AS DEFAULT 19 STRATEGIC FINANCE HUB 20 FORENSIC ACCOUNTING 21 TAX 22 BANKING AND FINANCE CONSULTANCY 23 HIGH PERFORMANCE FOLLOWS HAPPINESS 26 WEALTH MANAGEMENT 27 INFORMATION, TECHNOLOGY AND PEOPLE CONSULTANCY 30 SEDULO FOUNDATION 37 YOUR PLACE OR OURS? 4 6 9 10

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One of the UK’s fastest growing mid-tier business advisory firms

n o s a e r d o o g for

We help individuals, entrepreneurs and businesses to fulfil their potential and grow.

With experts across a range of financial disciplines and departments, we support every stage of your journey, from growth to exit, protecting your wealth for future generations.

We help a wide range of businesses from large corporate entities to SMEs, working within multiple sectors and industries.

Audit · Accountancy · Tax · Mergers and Acquisitions Financial Planning · Corporate Funding · Forensic Accounting

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Attention to detail; it’s in our name.

Our name is taken from the adjective ‘sedulous’ to show our commitment to diligence, so you know you will get the attention to detail you need, when you need it.

An efficient approach.

Integrating the latest innovations in financial services and embracing state-of-the-art technology allows us to operate more accurately and efficiently. This means we can focus on delivering advice that adds real value to your business.

A high bar.

Our work is regulated by the two main accountancy professional bodies, the ACCA and the ICAEW, and it is recognised as exemplary by the leading software and technology providers in our fields.

Dedication, diligence and innovation as standard.

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NATIONAL EXPERTISE

local

RELATIONSHIPS

The Ambler Club Leeds, Park Square The Regency Club Manchester, Deansgate

With five offices nationwide, we pride ourselves on bringing national expertise to local relationships.

The Wilson Club Liverpool, Exchange Flags The Metro Club Birmingham

Nancy’s Lounge London, Shoreditch

We collaborate with you and provide a bespoke package of services across a holistic range of financial functions. This puts us in a unique position to offer joined-up advice that identifies risks and opportunities relevant to your business.

With offices in London, Manchester, Liverpool, Leeds and Birmingham, we can allocate you a dedicated specialist in your city, who is also able to draw on the knowledge from our network of in-house experts across the country.

We give you local access to national expertise.

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LARGE ENOUGH TO

deliver

Small enough to care

Audit

AUDITS THAT PROVIDE ASSURANCE AND Specialist audit knowledge, specific to you.

add value

Conducting an audit allows us to comprehensively assess the financial health of your business and gain a clearer understanding of your position within your industry.

We offer a straightforward process that won’t get in the way of your day-to-day.

With clear communication and realistic timetables, we’ll ensure you get the right strategy in place for your business.

Solicitor’s Accounts Rules

Due diligence assignments

PINPOINT COST-SAVING OPPORTUNITIES, IDENTIFY WEAKNESSES AND LEARN HOW TO MAKE VALUABLE IMPROVEMENTS TO BUSINESS.

Funder audits

Grant audits

Today’s global marketplace is ever-changing and evolving, but with our guidance, you can adapt effectively and respond to any situation that arises.

Audits marked by assurance, clarity and insight.

During our audits, we provide detailed feedback on your systems and accounts.

Drawing on our experience and sector knowledge to identify any weaknesses within your business, we focus on offering you assurance, clarity and insight. We deliver lasting value to your organisation.

As well as external/statutory audit, our assurance services include:

Assurance and internal compliance

your

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Allowances, Incentives & Reliefs

WORLD-CLASS ALLOWANCES, INCENTIVES AND RELIEFS

Energy tax relief

expertise

Rising energy costs and increasing regulation have made navigating energy costs more difficult than ever before.

You may be entitled to significant energyrelated tax savings if your business operates in area like:

At Sedulo A.I.R., we help energy-intensive businesses unlock reliefs and exemptions designed to support the transition to a lowercarbon economy.

• Manufacturing • Food production • Chemicals • Data centres • And a whole host of other high-usage sectors.

Capital tax allowance Our Purpose

Compliance as standard

We help you access government support through allowances, incentives and reliefs.

We do this by turning complex rules into clear, practical steps for your business to explore.

We work collaboratively with businesses to claim the savings they’re entitled to safely and confidently. Every claim we prepare is built to withstand HMRC scrutiny and fully adhere to the legislation.

As experts in applying legislation, case law, and government guidance, we deliver bestin-class advice and actionable strategies for our clients.

We uphold the highest standards of professionalism, integrity, and transparency.

Our team is continuously trained on this evolving landscape, and advice is rigorously documented for all stakeholders as part of our process.

Our specialist team of Property Tax experts specialises in breaking down commercial property expenditures, which are often overlooked in general assessments.

We partner with our clients to deliver claims for historic and ongoing projects and identify opportunities for prospective acquisitions/ developments.

With the ever-changing legislation and complexities of the tax system overall, Sedulo ensures your expenditure is categorised correctly.

Whether you are an experienced investor with an existing portfolio or thinking of making your first purchase or development, we can provide you with practical and technical support to maximise your savings.

This maximises available reliefs that comply with current rules, regulations, and compliance, helping you keep your tax liabilities as low as possible.

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Support that works with your accounting and tax strategy.

Industry-leading R&D support Our team’s knowledge and expertise, gained from supporting thousands of claims over the past ten years, is at your fingertips.

The R&D tax scheme plays a vital part in rewarding innovative businesses. Our dedicated team of professionals consists of technical specialists and tax experts who are frequently in touch with HMRC.

Innovation is at the heart of everything we do. It takes a forward-thinking business to recognise a forward-thinking business, so we thrive when we’re working alongside others who hold shared values and ideals.

We stay on top of the ever-changing, complex criteria to ensure that all claims made are fully compliant and all projects are considered for qualification to maximise results.

We understand that your time is valuable, so we want you to feel assured that our processes are designed to allow your team to focus on what matters for your business.

We believe in the value of in-person or virtual meetings, where we can capture the ins and outs of your claim, personably.

WHAT CAN ONE OF THE LARGEST DEDICATED R&D TEAMS OUTSIDE OF THE BIG FOUR DO FOR YOUR BUSINESS?

largest

innovation

WE’LL HANDLE THE WORK, SO YOU CAN GET ON WITH YOURS. Our R&D team is made up of experts who have previously held notable positions at Grant Thornton, EY, and Deloitte, leading claims for major household names, from manufacturers and tech companies to pharmaceutical labs and construction businesses.

REWARDING YOUR

If your company has championed innovation, advanced a sector or invested in science or technology, you could qualify for R&D tax relief, and we can help you obtain it.

Claiming R&D tax relief RDEC for large businesses Patent Box Support with HMRC enquiries Partner programmes

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Mergers and aquisitions

HERE TO HELP YOU BUY, SELL OR GROW your BUSINESS

Providing expert advice and guidance across three key areas: Deal Advisory, Transaction Services and High Growth.

With an extensive network of professional and investor contacts throughout the UK, Europe and North America, our Corporate Finance consultants work with our in-house Accounting, Tax and Wealth Management teams to ensure that our clients receive fully rounded advice from specialists in all relevant disciplines of the practice.

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DEAL ADVISORY | MERGERS AND ACQUISITIONS

DEAL ADVISORY EXPERTISE AND EXPERIENCE FOR OF YOUR TRANSACTION

Debt and/or equity investments Mergers & acquisitions

ve ery step

Share transaction guidance

Disposals Management buyouts High-growth planning to prime a business for a transaction

STEP 1: PREPARATION We compile everything you need to accurately tell the story of your business, including an Information Memorandum (IM) describing the operation and future growth strategy. You also receive a sophisticated set of historic accounts with future projections based on qualified assumptions, so you can share your plans with confidence.

We offer a host of services to business owners at all stages of their professional journey.

STEP 2: MARKETING

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STEP 4: ARRANGE MANAGEMENT MEETINGS We cover arranging the initial management meetings, providing additional information where necessary and receiving indicative offers from interested parties. This saves you time and makes the process easier.

STEP 5: CONSIDER OFFERS

From finalising an approach list to creating and distributing a teaser document detailing the pertinent aspects of the opportunity, we provide you with the tools you need to succeed in the market.

In preparation for due diligence, we establish the preferred offers, agree the Heads of Terms and instruct solicitors on the legal documents. Our focus is on attention to detail. This ensures easier and faster completion later.

STEP 3: ESTABLISH INTEREST

STEP 6: DUE DILIGENCE AND COMPLETION

We liaise with interested parties on confidentiality agreements and the full IM, as well as manage the communication process with investors. This ensures a smooth transaction and a better arrangement for all parties.

The final step sees us prepare, circulate and review the legal and financial due diligence before overseeing the signing of legal documents and completion.

COMPLETE peace of mind AT EVERY STAGE OF YOUR TRANSACTION TRANSACTION SERVICES | MERGERS AND ACQUISITIONS

We offer buy-side assistance in the form of target approach and appraisal, financial due diligence and deal management services.

Working with banks, private equity, acquisitive clients and other providers of finance, we provide concise commentary and observations of potential transaction targets alongside potential recommendations, highlighting the risks and rewards as we see them.

WE OFFER A HOST OF TRANSACTION SERVICES TO BUSINESS OWNERS AS WELL AS PRIVATE EQUITY FUNDS, DEBT INVESTORS, LEGAL TEAMS, FAMILY OFFICES AND MORE.

Financial due diligence Company valuations Financial forecasting Strategic business plans

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WE GET RESULTS TOGETHER

as default

EXCELLENCE We believe that to provide a world-class service, we need to create a highperformance culture by giving our team an environment that breeds excellence as default.

Our internal leadership programmes are designed to equip future leaders of Sedulo with the skills, knowledge and experience to grow businesses and their careers. As well as internal training, we give our team the opportunities to learn directly from some of the world’s highest achievers from all walks of life in areas such as mindset, selfawareness, physical health, mental health, nutrition and reflection.

Every month, we welcome into our workplace high-profile names from the worlds of business and sport to talk with our team and share their personal experiences in these areas and show how to harness them for growth and success. To date, we have welcomed Gary Neville, Eddie Hearn, Steven Gerrard, Sugar Ray Leonard, Alistair

Campbell, Karren Brady, Levi Roots and Green & Black’s co-founder, Jo Fairley, amongst others.

We also understand that supporting our team to maintain a healthy work-life balance is critical to creating a high-performance culture. Therefore, we’ve introduced several tools and initiatives to empower our team to be heard and make the best decisions for themselves. These include our weekly Team ‘Happiness Score’, our smart working practices, the Sedulo Wellbeing programme, which supports physical, mental, social and financial wellbeing, and simple workplace boundaries such as no internal emails outside of a 7 am to 7 pm timeframe.

Gary Neville and Levi Roots appearing at the Sedulo-developed leadership programme, Be the Standard.

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Liverpool hub rooftop (left) Manchester hub rootop (right)

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BE A

yardstick

OF QUALITY

Apple founder Steve Jobs spoke about people not being used to environments where excellence is expected. This quote currently adorns the wall of the Steve Jobs Suite in our Manchester workspace as a reminder for our team to strive for world class.

Steve Jobs suite, Manchester

Strategic Finance Hub

efficiency

REDUCE COSTS, INCREASE PROFIT AND IMPROVE Our approach to accounting is simple; apply a commercial thought process whilst continually searching for ways to reduce costs, increase profit and improve efficiency.

Value-driven accounting and HMRC compliance.

Whether you’re using management accounts to make better business decisions or need your compliance taken care of so you can concentrate on the front end of your business, we have the team and technology to do it all.

We use the latest apps and systems to reduce the number of hours needed to input data, so our management accountants can spend more time adding value to your business.

Our accountants work holistically, hand-inhand with our teams in tax, audit, corporate finance, wealth management, R&D tax, payroll and more to give you a 360˚ financial service, in and out of your business.

Our accounting compliance teams underpin all of this by taking care of all of your company’s statutory requirements around preparing and filing annual accounts, with minimal disruption to you or your business.

With a focus on you and your business, we’re perfectly placed and resourced to provide you with exactly what you need, when you need it.

Cloud accounting allows you to manage the money in your business on the move; our suite of apps do more, so you don’t have to.

FUSE EVERY ASPECT OF YOUR BUSINESS TOGETHER THROUGH EXPERTISE, EFFICIENCY AND TECHNOLOGY. 19

Tailored management information packs Detailed information on KPIs, cash flow forecast profit and loss and projections Digital transformation and app stacks

High growth support

Support with year end and compliance

attention

A personable approach with a strong focus on quality.

Forensic Accountants

THE TO DETAIL YOU NEED WHEN YOU NEED IT

We provide forensic accounting and quantum services on a variety of civil matters, including commercial disputes and investigations, and criminal matters including POCA. Experts in our team regularly prepare reports and withstand cross-examination in court.

most

Our range of experience is diverse – from working with small law firms and barristers to major international companies on large disputes and investigations involving household names. Our team brings recent expertise from Kroll, Duff & Phelps, Mazars and Grant Thornton, where we’ve regularly worked on matters involving claims of £100m+, often into the billions.

We can provide advisory services at the early stage of a claim, or investigation work if you require us to examine a specific area in detail. If you decide to launch proceedings, our experts can act as party-appointed expert witnesses or single joint experts.

Whether you’re involved in a dispute or have a matter that requires investigation, our big-firm forensic accounting expertise brings complete clarity to your case.

Commercial disputes

Matrimonial disputes Criminal and civil fraud investigations Criminal proceedings (including confiscation proceedings under POCA) Personal injury

Business interruption

Professional negligence

Business valuations

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Tax

tax

experts

LET’S TALK ABOUT

IN-HOUSE FROM THE BIG FOUR.

PERSONABLE ACCESS TO INNOVATIVE TAX PLANNING THAT DELIVERS FOR YOU, YOUR BUSINESS AND YOUR FAMILY.

All aspects of tax, as specialist or as simple as you need it.

Our Tax team comprises dynamic professionals who have the deep technical skills and experience required to deliver comprehensive tax advisory and compliance services that support clients and their businesses – whatever the size, sector or stage of growth.

Today’s tax landscape poses significant challenges for businesses across all sectors. The complexities of domestic and international rules mean clear, informed, and considered guidance is required, and that’s exactly what we offer to our clients.

Tax planning for individuals

Personal tax returns

We act for individuals, privately owned, private equity-owned, listed and multinational businesses, corporate finance boutiques, accountants, law firms, family offices and all forms of investors and institutions, including private equity, venture capitalists, and angel investors.

Specialist Private Client planning

Tax planning for businesses

And for our wealthiest of clients, our combination of Big Four-level tax expertise, innovative thinking and over ninety years of working alongside high-net-worth individuals means we have the specialist advice you need to maximise the opportunities around your personal finances.

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Corporation tax

HMRC tax enquiries

Creative industry tax reliefs

EMI

VAT

EIS and SEIS

Banking and finance consultancy

A TEAM OF FINANCE EXPERTS on your side Our team of specialist funding consultants have over a century of combined banking experience.

We can help you navigate the complex and competitive world of commercial finance.

Whether you’re looking to obtain funding to take on the next stage of business growth, access working capital to cover costs, or acquire another company, it’s important to have a team of experts on your side.

Full re-banking

Invoice finance

Commercial mortgages

Asset finance

Bridging

Unsecured business loans

Development finance

HMRC funding

Overdrafts and revolving credit facilities

at your disposal

Our expert knowledge

OUR PROFESSIONAL BANKING AND FINANCE TEAMS CAN HELP ARRANGE NEW FINANCE FOR YOUR BUSINESS OR REFINANCE EXISTING FACILITIES FOR MORE COMPETITIVE TERMS. 22

We work with an unrivalled number of lenders, which gives our clients confidence that they’re getting the best deal.

Our funding experts operate out of each city centre office in Manchester, Leeds, Liverpool and London. We’re available to meet faceto-face so that we can better understand your business and talk you through your funding options, or we can assist over the phone – whichever you’d prefer!

HIGH PERFORMANCE FOLLOWS

s s e n i p p a h

We aim to create an environment that people want to work in, which is why we invest so heavily in our workspaces and implement initiatives and technology that help our team to maintain a healthy work-life balance. We also give them the platform to bring about real change in their local communities.

We’ve introduced several initiatives to empower our team to be heard, make the best decisions for their careers and bring their full selves to work.

These initiatives include regular team engagement surveys, our smart working practices, workplace perks such as free breakfast, a dedicated Diversity and Inclusion team, a packed social calendar and seasonal celebrations building up to Christmas parties abroad, and the wellbeing programme supporting physical, mental, social and financial wellbeing. These are all pulse-monitored with our weekly Team Happiness Score – happy teams achieve high performance.

The Sedulo Foundation also enables our team to positively impact their local communities throughout the year.

Examples include the rebuilding of a derelict playground at a primary school in Warrington, the refurbishment of a reward room in a school in Stockport and providing laptops and tablets to support seventy children in Hackney, who were facing digital poverty.

Our annual Christmas party abroad gives our team the opportunity to forge relationships, unwind and celebrate gettung results together; cultivating a better culture of achievement and high-performance.

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Cadbury suite, Leeds

Fred Perry suite, Leeds

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Financial planning

PLAN FOR

life

WE KNOW WHAT IT TAKES TO SUSTAIN WEALTH FOR THE FAMILIES AND DESCENDANTS OF WEALTH CREATORS.

INDEPENDENT FINANCIAL ADVICE. For business owners

We exist to be different. Sedulo Wealth was created from a vision of financial services truly aligned with the needs of clients.

Financial planning and wealth management are what we do, but it’s how we do it that defines us. Our vision is a service that is more professional, more personal, and more efficient —a service that is delivered by talented, dedicated, and highly qualified people who share this vision—always aiming to reduce your stress and give you peace of mind.

Key life insurance

Relevant life policies

Shareholder protection

For individuals

Whether you’re a successful entrepreneur or business owner or you’re starting out on your own, it’s never too early to seek sound advice. Whatever stage of your business journey you’re at, we’re here to support you.

Savings, investments, pensions and insurance

By helping you to accumulate or preserve wealth, we ensure you have the confidence to face life’s big moments - now and in the future.

Retirement planning

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Succession planning

INFORMATION, TECHNOLOGY AND PEOPLE

EVOLVE, AUGMENT AND YOUR ORGANISATION THROUGH CONSULTANCY

e g r a h c r e sup We are fully aware that management teams make good decisions based on excellent information. Solid financial and statistical information, backed by automation, gives our management accountants and business consultants time to deliver advice beyond the numbers.

We recognise the world moves quickly, and we assist our clients in moving with it. From disaster recovery strategies to penetration testing, our technology strategists are on hand to assess, maintain, and develop your IT capabilities.

It is widely recognised that people are your greatest asset, and we believe that too!

Our People & Culture team develop holistic assessments and strategies to create lasting company culture change.

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SAAS implementation

Leadership mentoring

Technology plays a pivotal role in all good businesses. We are always looking to improve ourselves and overcome challenges, which is why we have an internal development team that builds software products to conquer some of our own business problems. Once tested, we roll out these solutions to the market, with recent software innovations including our pulse Team Happiness Score and Client Happiness Score, as well as the 360˚Appraisal tool.

We believe that leaders should develop at the same pace as any fast-growing organisation, so our leadership club, Be the Standard, is for business leaders that value self-development. Be the Standard is a joint initiative between Sedulo and sporting legend Kevin Sinfield OBE that focuses on providing the support to individuals in business that would be available in highperforming sports environments.

The annual Sedulo Foundation Colour Ball raises substantial amounts for our charity campaigns each year.

Live entertainment has included Emile Sandé, Liberty X, Soul II Soul, So Solid Crew and Gok Wan.

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Sedulo Managing Director Cathryn Wright delivering Back to School packs to schools in London with Sedulo Foundation volunteers.

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SEDULO FOUNDATION

positive

CREATING IMPACT FOR COMMUNITIES THROUGH PEOPLE AND BUSINESS The Sedulo Foundation is the result of years of working with our local communities to alleviate the devastating effect of poverty on children and young people across London and the north of England.

Christmas Toy Appeal

Bespoke sacks of presents for children and young people based on their individual needs and preferences.

Fresh Starts

For two years we ran a Period Poverty campaign providing young girls with annual packs to enure they don’t miss out on school or being social.

Since then, the Government has mandated this be available in all schools so we launched our Fresh Starts campaign, providing hygience packs and interview attire for young boys and girls that need it.

Back to School Appeal

Back-to-school essentials are distributed at the beginning of the school year, including school bags, stationery, and food vouchers.

We work with regional charities and youth organisations to identify where and how we can make positive change for young people and collaborate to create maximum impact.

day one

GIVING BACK HAS BEEN A PART OF OUR DNA SINCE

The Sedulo Foundation provides school essentials, food vouchers, seasonal gifts, and sanitary products delivered in conjunction with local partners. Every year, our appeals reach thousands of children experiencing societal disadvantage. For the latest impact stats, visit www.sedulofoundation.org.

From the origins of five people buying an extra present at Christmas in 2009 to hundreds of people coming together in 2022 to provide thousands of gifts and life essentials - as well as launching numerous community projects - the Sedulo Foundation is a platform for our team to make a real impact on the causes close to their hearts.

www.sedulofoundation.org

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NO ONE OUGHT TO BE CONDEMNED TO LIVE IN A PLACE WHERE A ROSE CANNOT

grow George Cadbury

People do their best work in places they want to be.

That’s why every Sedulo office includes barista-quality coffee, fully stocked bars, complimentary breakfast, and themed meeting rooms that feel more like boutique lounges than boardrooms. We serve regular afternoon tea and curate spaces that feel inspiring, relaxed, and creative, not corporate.

Our offices are built around the principle that people thrive when they’re looked after. By removing small daily stressors and creating beautiful spaces to collaborate, unwind, or celebrate, we support both our team’s wellbeing and our clients’ experience.

It’s about making room for big ideas, honest conversations, and the kind of environment that people genuinely want to be in.

MANCHESTER HUB Deansgate

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LEEDS HUB

Park Square 33

LIVERPOOL HUB

Exchange Flags 34

LONDON HUB Old Street

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BIRMINGHAM HUB Cornwall Street 36

or ours?

YOUR PLACE

The Regency Club Regency Court, 62-66 Deansgate, Manchester, M3 2EN

The Ambler Club St Paul’s House, 23 Park Square, Leeds, LS1 2ND

The Wilson Club Walker House, Exchange Flags, Liverpool, L2 3YL

Nancy’s Lounge Albert House, 250-260 Old Street, London, L2 3YL

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The Metro Club 73 Cornwall Street Birmingham B3 2DF

www.sedulo.co.uk

www.sedulo.co.uk