| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | TRUE WEALTH PLANNING SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 17/2/2026 – presente |
| Cargo | VERACITY ASSET TRANSFORMATION SERVICE LIMITED | 🇬🇧United Kingdom | Activa | 15/12/2025 – presente |
| Cargo | CUTTER & CO FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 1/4/2026 – presente |
| Cargo | TRUE FINANCIAL PARTNERSHIPS LIMITED | 🇬🇧United Kingdom | Activa | 25/4/2026 – presente |
| Cargo | WATSON LAIRD LIMITED | 🇬🇧United Kingdom | Activa | 17/12/2025 – presente |
| Cargo | DESTINATION FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 30/4/2026 – presente |
| Cargo | NAVIGATOR FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 5/2/2026 – presente |
| Cargo | FLOWERS MCEWAN LIMITED | 🇬🇧United Kingdom | Activa | 15/1/2026 – presente |
| Cargo | TAG FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | TRUE WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 18/5/2026 – presente |
| Cargo | DFP WEALTH MANAGEMENT LTD | — | Disuelta | 5/3/2026 – presente |
| Cargo | DFP HEALTH & WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Liquidación | 12/3/2026 – presente |
| Cargo | SPENCE AND SPENCE (SCOTLAND) LIMITED | 🇬🇧United Kingdom | Liquidación | 20/3/2026 – presente |
| Cargo | A P ASSOCIATES FINANCIAL SERVICES LIMITED | — | Disuelta | 27/5/2026 – presente |
| Cargo | G & E WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Liquidación | 26/3/2026 – presente |
| Cargo | HKA HOLDINGS LIMITED | 🇬🇧United Kingdom | Disuelta | 13/6/2026 – presente |
| Cargo | G&E WEALTH MANAGEMENT (HOLDINGS) LTD | 🇬🇧United Kingdom | Disuelta | 2/4/2026 – presente |
| Cargo | G & E PRIVATE WEALTH LIMITED | — | Disuelta | 11/4/2026 – presente |
| Cargo | OAKLEA WEALTH MANAGEMENT LTD | — | Disuelta | 13/5/2026 – presente |
| Cargo | THE OXFORD ADVISORY PARTNERSHIP LIMITED | — | Liquidación | 3/6/2026 – presente |
| Cargo | SUCCESSION FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 10/6/2026 – presente |
| Cargo | SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Activa | 18/5/2026 – presente |
| Cargo | SUCCESSION WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Activa | 11/12/2025 – presente |
| Cargo | SUSTAINABLE SOUTH BRENT | 🇬🇧United Kingdom | Activa | 26/5/2026 – 3/7/2024 |
| Cargo | SUCCESSION GROUP LTD | 🇬🇧United Kingdom | Activa | 11/12/2025 – presente |
| Cargo | SUCCESSION HOLDINGS LTD | 🇬🇧United Kingdom | Activa | 12/12/2025 – presente |
| Persona con control significativo | CAPS SOUTH BRENT LIMITED | 🇬🇧United Kingdom | Activa | 26/6/2024 – presente |
| Cargo | CAPS SOUTH BRENT LIMITED | 🇬🇧United Kingdom | Activa | 29/12/2025 – presente |
30/10/2024
appointed
3/7/2024
resigned
16/12/2014
appointed