| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Person with significant control | LIFETIME PENSION ADVICE LIMITED | — | Active | 19/06/2024 – present |
| Person with significant control | MONEYTREE FINANCIAL SOLUTIONS LTD | 🇬🇧United Kingdom | Active | 18/06/2024 – present |
| Officer | LIFETIME PENSION ADVICE LIMITED | — | Active | 25/02/2026 – present |
| Officer | CAERUS CAPITAL GROUP LIMITED | — | Liquidation | 29/05/2026 – 07/11/2012 |
| Officer | CHARTER WEALTH LIMITED | 🇬🇧United Kingdom | Dissolved | 25/05/2026 – present |
| Officer | MONEYTREE FINANCIAL SOLUTIONS LTD | 🇬🇧United Kingdom | Active | 07/01/2026 – present |
06/04/2016
appointed
22/01/2015
appointed
21/04/2010
appointed