| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | CASSON BECKMAN WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Disuelta | 28/1/2026 – presente |
| Cargo | VINCENT & CO FINANCIAL LTD | 🇬🇧United Kingdom | Disuelta | 14/4/2026 – presente |
| Cargo | STERLING TRUST PROFESSIONAL (NORTH EAST) LIMITED | 🇬🇧United Kingdom | Activa | 27/5/2026 – presente |
| Cargo | NHA FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Activa | 27/1/2026 – presente |
| Cargo | STERLING TRUST PROFESSIONAL (YORK) LIMITED | 🇬🇧United Kingdom | Activa | 12/2/2026 – presente |
| Cargo | STERLING TRUST PROFESSIONAL (SHEFFIELD) LIMITED | 🇬🇧United Kingdom | Activa | 13/1/2026 – presente |
| Cargo | KW UK WEALTH PLANNING HOLDCO LIMITED | 🇬🇬Guernsey | Activa | 10/12/2025 – presente |
| Cargo | KW UK FINANCIAL HOLDINGS LIMITED | — | Activa | 10/12/2025 – presente |
| Cargo | KW UK INVESTMENT MANAGEMENT HOLDCO LIMITED | 🇬🇬Guernsey | Activa | 10/12/2025 – presente |
| Cargo | KW UK BIDCO LTD | 🇬🇬Guernsey | Activa | 10/12/2025 – presente |
| Cargo | KW WEALTH GROUP LIMITED | 🇬🇧United Kingdom | Activa | 31/5/2026 – 15/8/2024 |
| Cargo | IPN PARTNERS LIMITED | 🇬🇧United Kingdom | Activa | 12/5/2026 – presente |
| Cargo | JFP FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Activa | 29/4/2026 – presente |
| Cargo | BARRY FLEMING AND PARTNERS (TAX, TRUSTS AND INVESTMENT PLANNING) LIMITED | 🇬🇧United Kingdom | Disuelta | 11/2/2026 – presente |
| Cargo | MONEY MATTERS (NORTH EAST) LIMITED | 🇬🇧United Kingdom | Disuelta | 31/12/2025 – presente |
| Cargo | REGENCY INVESTMENT SERVICES LIMITED | 🇬🇧United Kingdom | Disuelta | 17/12/2025 – presente |
| Cargo | JFP HOLDINGS LTD | 🇬🇧United Kingdom | Activa | 12/2/2026 – presente |
| Cargo | JCH INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Disuelta | 18/2/2026 – presente |
| Cargo | KW INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 31/5/2026 – 14/8/2024 |
| Cargo | STERLING TRUST PROFESSIONAL LIMITED | 🇬🇧United Kingdom | Activa | 29/5/2026 – presente |
| Cargo | AIM WEALTH HOLDINGS LIMITED | 🇬🇧United Kingdom | Disuelta | 28/1/2026 – presente |
| Cargo | STRATEGIC ASSET MANAGERS LIMITED | 🇬🇧United Kingdom | Activa | 5/2/2026 – presente |
| Cargo | IBOSS LIMITED | — | Activa | 15/12/2025 – presente |
| Cargo | NOVUS FINANCIAL SERVICES LIMITED | — | Activa | 22/5/2026 – presente |
| Cargo | EUROSURE LIMITED | 🇬🇧United Kingdom | Disuelta | 11/2/2026 – presente |
| Cargo | METNOR HOLDINGS LIMITED | 🇬🇧United Kingdom | Activa | 8/4/2026 – presente |
| Cargo | IBOSS ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 17/3/2026 – presente |
| Cargo | ALLOTTS FINANCIAL SERVICES LTD | 🇬🇧United Kingdom | Disuelta | 31/12/2025 – presente |
| Cargo | EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 27/5/2026 – presente |
| Cargo | AIM INDEPENDENT LIMITED | 🇬🇧United Kingdom | Disuelta | 28/1/2026 – presente |
| Cargo | JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧United Kingdom | Activa | 2/3/2026 – presente |
15/11/2024
resigned
15/11/2024
appointed
16/5/2023
appointed