| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | TRUE WEALTH PLANNING SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | WATSON LAIRD LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | DESTINATION FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | TRUE WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | CUTTER & CO FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | TAG FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | NAVIGATOR FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | VERACITY ASSET TRANSFORMATION SERVICE LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | TRUE FINANCIAL PARTNERSHIPS LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
31/3/2026
appointed