| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | PROFESSIONAL FINANCIAL CENTRE (CUMBRIA) LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | MACKRILL FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 18/3/2026 – presente |
| Cargo | CROWN WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 17/3/2026 – 14/5/2026 |
| Cargo | CWM HOLDINGS LIMITED | 🇬🇧United Kingdom | Activa | 17/3/2026 – 14/5/2026 |
| Cargo | COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED | 🇬🇧United Kingdom | Activa | 12/3/2026 – presente |
| Cargo | CHILTERN CONSULTANCY LIMITED | 🇬🇧United Kingdom | Activa | 14/1/2026 – presente |
| Persona con control significativo | LEA GARDENS MANAGEMENT COMPANY LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | LEA GARDENS MANAGEMENT COMPANY LIMITED | 🇬🇧United Kingdom | Activa | 8/1/2026 – presente |
| Cargo | PERSPECTIVE (PROSSER KNOWLES) LIMITED | 🇬🇧United Kingdom | Activa | 11/12/2025 – presente |
| Cargo | LLOYD O'SULLIVAN FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | CLARENDON FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 16/12/2025 – presente |
| Cargo | BSQFA LIMITED | 🇬🇧United Kingdom | Activa | 14/1/2026 – presente |
| Cargo | MILLFIELD OSCEOLA FINANCIAL CONSULTANCY LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | FORTITUDE FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 2/1/2026 – presente |
| Cargo | WARWICK FINANCIAL SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 5/3/2026 – presente |
| Cargo | HAWLEY & WOOD LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | KEITH MASON WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 28/10/2024 |
| Cargo | PILKINGTON ASPINALL AND BURY LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 25/10/2024 |
| Cargo | PERSPECTIVE (SPRINGFIELD) LIMITED | 🇬🇧United Kingdom | Activa | 22/12/2025 – presente |
| Cargo | P.W. WHITE AND PARTNERS LIMITED | 🇬🇧United Kingdom | Activa | 20/1/2026 – 24/3/2026 |
| Cargo | GURWIN LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – 5/8/2024 |
| Cargo | COPTHORNE FINANCIAL SERVICES LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | CLIFTON NASH LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 11/7/2024 |
| Cargo | JRT WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 4/7/2024 |
| Cargo | WHITTINGTON GODDARD ASSOCIATES LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | JAMES ESDAILE LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 22/5/2024 |
| Cargo | SWALLOWTAIL FINANCIAL CONSULTING LIMITED | 🇬🇧United Kingdom | Activa | 31/3/2026 – 10/5/2024 |
| Cargo | TWIFM LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 22/4/2024 |
| Cargo | PARK LANE INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | P & S PARTNERSHIP LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – 16/8/2024 |
| Cargo | MCGECHIE LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – 15/8/2024 |
| Cargo | PRIMERA WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | ACCORD FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 20/1/2026 – presente |
| Cargo | STRATEGIC FINANCIAL PORTFOLIOS LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | ANGLIN ASSOCIATES LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 15/8/2024 |
| Cargo | PLAN 2 RETIRE LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 16/8/2024 |
| Cargo | AYP FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | PROSPERITY (GB) LIMITED | 🇬🇧United Kingdom | Activa | 14/1/2026 – presente |
| Cargo | PROSPERITY (HOLDINGS) LIMITED | 🇬🇧United Kingdom | Activa | 27/2/2026 – presente |
| Cargo | GRANITE COAST LTD | 🇬🇧United Kingdom | Activa | 25/3/2026 – 24/3/2026 |
| Cargo | AIREDALE PFS LIMITED | 🇬🇧United Kingdom | Activa | 22/12/2025 – 24/3/2026 |
| Cargo | A TO Z FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – 16/8/2024 |
| Cargo | MARLBOROUGH PLACE LTD | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | PERSPECTIVE (SOUTH WEST) LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | GOLDWYNS WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 25/3/2026 – 24/3/2026 |
| Cargo | RAMSEY FINANCIAL (CAMBS) LIMITED | 🇬🇧United Kingdom | Activa | 15/12/2025 – presente |
| Cargo | BEANLAND FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
| Cargo | ST LAWRENCE INVESTMENT & PENSION SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 10/4/2026 – presente |
14/5/2026
resigned
10/5/2026
resigned
11/7/2024
appointed