| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | TRUE WEALTH PLANNING SOLUTIONS LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | WATSON LAIRD LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | DESTINATION FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | TRUE WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | CUTTER & CO FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | TAG FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | NAVIGATOR FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | VERACITY ASSET TRANSFORMATION SERVICE LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
| Officer | TRUE FINANCIAL PARTNERSHIPS LIMITED | 🇬🇧United Kingdom | Active | 20/04/2026 – present |
31/03/2026
appointed