| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | HJ WEALTH MANAGEMENT LTD | 🇬🇧United Kingdom | Activa | 4/6/2026 – presente |
| Cargo | ADVANTA WEALTH (SOUTH WEST) HOLDINGS LTD | 🇬🇧United Kingdom | Activa | 8/4/2026 – presente |
| Cargo | GENESIS FINANCIAL PLANNING LTD | 🇬🇧United Kingdom | Activa | 10/1/2026 – presente |
| Cargo | CITY FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 11/1/2026 – presente |
| Cargo | CITY FINANCIAL PLANNING (EXETER) LIMITED | 🇬🇧United Kingdom | Activa | 11/1/2026 – presente |
| Cargo | ADVANTA RISK LTD | 🇬🇧United Kingdom | Activa | 11/1/2026 – presente |
| Cargo | PENNEY & RUDDY HOLDINGS LIMITED | 🇬🇧United Kingdom | Activa | 10/1/2026 – presente |
| Cargo | PENNEY, RUDDY & WINTER LTD | 🇬🇧United Kingdom | Activa | 11/1/2026 – presente |
| Cargo | ADVANTA WEALTH LTD | 🇬🇧United Kingdom | Activa | 8/1/2026 – presente |
| Cargo | ADVANTA SOLUTIONS LTD. | 🇬🇧United Kingdom | Activa | 7/1/2026 – presente |
| Cargo | ADVANTA DIRECT LTD | 🇬🇧United Kingdom | Activa | 10/1/2026 – presente |
1/5/2026
appointed
25/11/2025
appointed
10/1/2022
appointed