| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | PEARSON JONES NOMINEES LIMITED | 🇬🇧United Kingdom | Disuelta | 7/2/2026 – presente |
| Cargo | ASCOT LLOYD FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 4/2/2026 – presente |
| Cargo | NORTH EAST TRUSTEES LIMITED | 🇬🇧United Kingdom | Activa | 7/2/2026 – presente |
| Cargo | MCCLOSKEY INDEPENDENT FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Disuelta | 17/12/2025 – presente |
| Cargo | ETHOS INVESTMENT SOLUTIONS (HOLDINGS) LTD | 🇬🇧United Kingdom | Activa | 7/4/2026 – presente |
| Cargo | COWGILLS WEALTH LIMITED | 🇬🇧United Kingdom | Disuelta | 25/3/2026 – presente |
| Cargo | CPL BIDCO LIMITED | 🇬🇧United Kingdom | Activa | 21/4/2026 – presente |
| Cargo | OPTIMUM PLATFORM SERVICES LIMITED | 🇬🇧United Kingdom | Disuelta | 17/12/2025 – presente |
| Cargo | MORGAN INVESTMENT SOLUTIONS LTD | 🇬🇧United Kingdom | Disuelta | 4/2/2026 – presente |
| Cargo | MONTAGE PORTFOLIO MANAGEMENT LTD | 🇬🇧United Kingdom | Disuelta | 8/1/2026 – presente |
| Cargo | ASCOT LLOYD TRUSTEES LIMITED | 🇬🇧United Kingdom | Activa | 11/6/2026 – presente |
| Cargo | CPL TOPCO LIMITED | 🇬🇧United Kingdom | Activa | 21/4/2026 – presente |
| Cargo | ASCOT LLOYD ADMINISTRATION LIMITED | 🇬🇧United Kingdom | Disuelta | 24/12/2025 – presente |
| Cargo | HARRINGTON WOOD BATH (HOLDINGS) LIMITED | 🇬🇧United Kingdom | Disuelta | 31/5/2026 – presente |
| Cargo | ASCOT LLOYD ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 6/4/2026 – presente |
| Cargo | REGENCY HOUSE WEALTH MANAGEMENT GROUP LIMITED | 🇬🇧United Kingdom | Activa | 2/5/2026 – presente |
| Cargo | MORGAN HOLDINGS INVESTMENT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 29/3/2026 – presente |
| Cargo | GALEA ADVISERS LTD | 🇬🇧United Kingdom | Activa | 16/12/2025 – presente |
| Cargo | ETHOS INVESTMENT SOLUTIONS LTD | 🇬🇧United Kingdom | Disuelta | 28/1/2026 – presente |
| Cargo | GEE & WATSON WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 16/12/2025 – presente |
| Cargo | AL INVESTMENT MANAGEMENT HOLDINGS LIMITED | 🇬🇧United Kingdom | Activa | 14/1/2026 – presente |
| Cargo | ASCOT LLOYD LIMITED | 🇬🇧United Kingdom | Activa | 16/12/2025 – presente |
| Cargo | ASCOT LLOYD INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 18/5/2026 – presente |
30/1/2026
appointed
12/5/2025
appointed
31/7/2020
appointed