| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | PARALLEL EMPLOYEE BENEFITS LIMITED | 🇬🇧United Kingdom | Active | 14/01/2026 – present |
| Officer | BARRY FLEMING AND PARTNERS (TAX, TRUSTS AND INVESTMENT PLANNING) LIMITED | 🇬🇧United Kingdom | Dissolved | 11/02/2026 – 14/08/2024 |
| Officer | JFP FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Active | 03/06/2026 – 14/08/2024 |
| Officer | JCH INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Dissolved | 18/02/2026 – 14/08/2024 |
| Officer | JFP HOLDINGS LTD | 🇬🇧United Kingdom | Active | 03/06/2026 – 14/08/2024 |
| Officer | STRATEGIC ASSET MANAGERS LIMITED | 🇬🇧United Kingdom | Active | 05/02/2026 – 14/08/2024 |
| Officer | EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Active | 27/05/2026 – 14/08/2024 |
| Officer | EUROSURE LIMITED | 🇬🇧United Kingdom | Dissolved | 11/02/2026 – 14/08/2024 |
| Officer | VINCENT & CO FINANCIAL LTD | 🇬🇧United Kingdom | Dissolved | 14/04/2026 – 14/08/2024 |
| Officer | CASSON BECKMAN WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Dissolved | 28/01/2026 – 14/08/2024 |
| Officer | AIM INDEPENDENT LIMITED | 🇬🇧United Kingdom | Dissolved | 28/01/2026 – 14/08/2024 |
| Officer | AIM WEALTH HOLDINGS LIMITED | 🇬🇧United Kingdom | Dissolved | 28/01/2026 – 14/08/2024 |
| Officer | ALLOTTS FINANCIAL SERVICES LTD | 🇬🇧United Kingdom | Dissolved | 31/12/2025 – 14/08/2024 |
| Officer | JOSEPH LAMB FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Dissolved | 06/04/2026 – present |
| Officer | IPN PARTNERS LIMITED | 🇬🇧United Kingdom | Active | 20/05/2026 – 14/08/2024 |
| Officer | METNOR HOLDINGS LIMITED | 🇬🇧United Kingdom | Active | 08/04/2026 – 14/08/2024 |
| Officer | IBOSS ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 05/05/2026 – 14/08/2024 |
| Officer | NOVUS FINANCIAL SERVICES LIMITED | — | Active | 22/05/2026 – 14/08/2024 |
| Officer | MONEY MATTERS (NORTH EAST) LIMITED | 🇬🇧United Kingdom | Dissolved | 31/12/2025 – 14/08/2024 |
| Officer | REGENCY INVESTMENT SERVICES LIMITED | 🇬🇧United Kingdom | Dissolved | 17/12/2025 – 14/08/2024 |
| Officer | KW WEALTH GROUP LIMITED | 🇬🇧United Kingdom | Active | 31/05/2026 – 15/08/2024 |
| Officer | KW INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 31/05/2026 – 14/08/2024 |
11/04/2025
appointed
15/08/2024
resigned
01/01/2021
appointed