| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | PEARSON JONES NOMINEES LIMITED | 🇬🇧United Kingdom | Dissolved | 07/02/2026 – present |
| Officer | ASCOT LLOYD FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 04/02/2026 – present |
| Officer | NORTH EAST TRUSTEES LIMITED | 🇬🇧United Kingdom | Active | 07/02/2026 – present |
| Officer | MCCLOSKEY INDEPENDENT FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Dissolved | 17/12/2025 – present |
| Officer | ETHOS INVESTMENT SOLUTIONS (HOLDINGS) LTD | 🇬🇧United Kingdom | Active | 07/04/2026 – present |
| Officer | COWGILLS WEALTH LIMITED | 🇬🇧United Kingdom | Dissolved | 25/03/2026 – present |
| Officer | CPL BIDCO LIMITED | 🇬🇧United Kingdom | Active | 21/04/2026 – present |
| Officer | OPTIMUM PLATFORM SERVICES LIMITED | 🇬🇧United Kingdom | Dissolved | 17/12/2025 – present |
| Officer | MORGAN INVESTMENT SOLUTIONS LTD | 🇬🇧United Kingdom | Dissolved | 04/02/2026 – present |
| Officer | MONTAGE PORTFOLIO MANAGEMENT LTD | 🇬🇧United Kingdom | Dissolved | 08/01/2026 – present |
| Officer | ASCOT LLOYD TRUSTEES LIMITED | 🇬🇧United Kingdom | Active | 11/06/2026 – present |
| Officer | CPL TOPCO LIMITED | 🇬🇧United Kingdom | Active | 21/04/2026 – present |
| Officer | ASCOT LLOYD ADMINISTRATION LIMITED | 🇬🇧United Kingdom | Dissolved | 24/12/2025 – present |
| Officer | HARRINGTON WOOD BATH (HOLDINGS) LIMITED | 🇬🇧United Kingdom | Dissolved | 31/05/2026 – present |
| Officer | ASCOT LLOYD ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 06/04/2026 – present |
| Officer | REGENCY HOUSE WEALTH MANAGEMENT GROUP LIMITED | 🇬🇧United Kingdom | Active | 02/05/2026 – present |
| Officer | MORGAN HOLDINGS INVESTMENT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Active | 29/03/2026 – present |
| Officer | GALEA ADVISERS LTD | 🇬🇧United Kingdom | Active | 16/12/2025 – present |
| Officer | ETHOS INVESTMENT SOLUTIONS LTD | 🇬🇧United Kingdom | Dissolved | 28/01/2026 – present |
| Officer | GEE & WATSON WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 16/12/2025 – present |
| Officer | AL INVESTMENT MANAGEMENT HOLDINGS LIMITED | 🇬🇧United Kingdom | Active | 14/01/2026 – present |
| Officer | ASCOT LLOYD LIMITED | 🇬🇧United Kingdom | Active | 16/12/2025 – present |
| Officer | ASCOT LLOYD INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Active | 18/05/2026 – present |
30/01/2026
appointed
12/05/2025
appointed
31/07/2020
appointed