| Rol | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Cargo | DUKES INDEPENDENT FINANCIAL ADVISERS LTD | 🇬🇧United Kingdom | Activa | 6/5/2026 – presente |
| Cargo | CUTTING & CARTER LIMITED | 🇬🇧United Kingdom | Activa | 2/4/2026 – presente |
| Cargo | CAIRN INDEPENDENT LIMITED | 🇬🇧United Kingdom | Activa | 10/3/2026 – presente |
| Cargo | JRW FINANCIAL MANAGEMENT LTD | 🇬🇧United Kingdom | Activa | 5/3/2026 – presente |
| Cargo | CAIRN NEXUS LIMITED | 🇬🇧United Kingdom | Activa | 9/3/2026 – presente |
| Cargo | LIFESTYLE PENSIONS AND INVESTMENTS LTD | 🇬🇧United Kingdom | Activa | 12/12/2025 – presente |
| Cargo | SIX Q FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Activa | 7/4/2026 – presente |
| Cargo | CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED | 🇬🇧United Kingdom | Activa | 20/4/2026 – presente |
| Cargo | MARK PHILLIPS LIMITED | — | Liquidación | 17/2/2026 – presente |
| Cargo | LEONARD GOLD FINANCIAL MANAGEMENT LIMITED | — | Liquidación | 16/2/2026 – presente |
| Cargo | CLIFTON CONNECTS LIMITED | 🇬🇧United Kingdom | Activa | 6/4/2026 – presente |
| Cargo | CLIFTON WEALTH PARTNERSHIP LTD | 🇬🇧United Kingdom | Activa | 25/5/2026 – presente |
| Cargo | CLIFTON IFA ACQUISITIONS LTD | — | Liquidación | 16/2/2026 – presente |
| Cargo | FUNDER FINDER LTD | 🇬🇧United Kingdom | Activa | 21/4/2026 – presente |
| Cargo | EDEN PARK INVESTMENT MANAGEMENT LTD | 🇬🇧United Kingdom | Activa | 19/4/2026 – presente |
| Cargo | MORGAN LLOYD INVEST LTD | — | Activa | 8/5/2026 – presente |
| Cargo | ALTERNATIVE BUSINESS FUNDING LIMITED | — | Activa | 10/5/2026 – presente |
30/4/2026
appointed
31/3/2026
appointed
17/5/2014
appointed