| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Persona con control significativo | LIFETIME PENSION ADVICE LIMITED | — | Activa | 19/6/2024 – presente |
| Persona con control significativo | MONEYTREE FINANCIAL SOLUTIONS LTD | 🇬🇧United Kingdom | Activa | 18/6/2024 – presente |
| Cargo | LIFETIME PENSION ADVICE LIMITED | — | Activa | 25/2/2026 – presente |
| Cargo | CAERUS CAPITAL GROUP LIMITED | — | Liquidación | 29/5/2026 – 7/11/2012 |
| Cargo | CHARTER WEALTH LIMITED | 🇬🇧United Kingdom | Disuelta | 25/5/2026 – presente |
| Cargo | MONEYTREE FINANCIAL SOLUTIONS LTD | 🇬🇧United Kingdom | Activa | 7/1/2026 – presente |
6/4/2016
appointed
22/1/2015
appointed
21/4/2010
appointed