| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | HJ WEALTH MANAGEMENT LTD | 🇬🇧United Kingdom | Active | 04/06/2026 – present |
| Officer | ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD | 🇬🇧United Kingdom | Active | 08/04/2026 – present |
| Officer | GENESIS FINANCIAL PLANNING LTD | 🇬🇧United Kingdom | Active | 10/01/2026 – present |
| Officer | CITY FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Active | 11/01/2026 – present |
| Officer | CITY FINANCIAL PLANNING (EXETER) LIMITED | 🇬🇧United Kingdom | Active | 11/01/2026 – present |
| Officer | ADVANTA RISK LTD | 🇬🇧United Kingdom | Active | 11/01/2026 – present |
| Officer | PENNEY & RUDDY HOLDINGS LIMITED | 🇬🇧United Kingdom | Active | 10/01/2026 – present |
| Officer | PENNEY, RUDDY & WINTER LTD | 🇬🇧United Kingdom | Active | 11/01/2026 – present |
| Officer | ADVANTA WEALTH LTD | 🇬🇧United Kingdom | Active | 08/01/2026 – present |
| Officer | ADVANTA SOLUTIONS LTD. | 🇬🇧United Kingdom | Active | 07/01/2026 – present |
| Officer | ADVANTA DIRECT LTD | 🇬🇧United Kingdom | Active | 10/01/2026 – present |
01/05/2026
appointed
25/11/2025
appointed
10/01/2022
appointed