| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | GOAT'S GARDEN LIMITED | 🇬🇧Regno Unito | Active | 04/03/2026 – present |
| Officer | H H WEALTH LIMITED | 🇬🇧Regno Unito | Active | 03/03/2026 – present |
| Officer | FINLI (CLIENT ASSETS) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | PURE FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | PROFESSIONAL FINANCIAL CARE LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | INSIGHT FINANCIAL SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | STERLING PARTNERSHIP LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | BENTLEY BREAR LIMITED | 🇬🇧Regno Unito | Active | 17/12/2025 – present |
| Officer | TOTAL FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | FINLI (IPWM) LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | PROSPERITY ASSOCIATES (UK) LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | LIFESTYLE FINANCIAL CHOICES LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | WALLIS DOLPHIN LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | WHITECHURCH FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FOUR OAKS FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI BUYERCO LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | FINLI GROUP LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | FINLI MIDCO LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | IAN O'BRIEN LIMITED | 🇬🇧Regno Unito | Active | 21/01/2026 – present |
| Officer | HARTLEY HEPWORTH FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Dissolved | 14/01/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (PDB) LTD | 🇬🇧Regno Unito | Active | 25/01/2026 – present |
| Officer | BEAUFORT FINANCIAL (FORTH VALLEY) LTD | 🇬🇧Regno Unito | Active | 22/01/2026 – present |
| Officer | FINLI (ORKNEY) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | MERLIN INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 03/02/2026 – present |
| Officer | KLRC FINANCIAL PLANNING LTD | 🇬🇧Regno Unito | Proposal to strike off | 03/02/2026 – present |
| Officer | GSGM FINANCIAL SERVICES LTD | 🇬🇧Regno Unito | Proposal to strike off | 03/02/2026 – present |
| Officer | FINLI (SCOTLAND) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (GPGFS) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (FA92) LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | GALE AND PHILLIPSON INVESTMENT SERVICES LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (G&P) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (GPH) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (THAMES VALLEY) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINLI (FLP) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | FINANCIAL CHAMBERS (NORTH WEST) LIMITED | — | Dissolved | 03/02/2026 – present |
| Officer | FINLI (FLP) HOLDINGS LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | TBM FINANCIAL SOLUTIONS LTD | 🇬🇧Regno Unito | Proposal to strike off | 03/02/2026 – present |
| Officer | EUPHONY LIMITED | 🇬🇧Regno Unito | Dissolved | 03/02/2026 – present |
| Officer | FA92 WEALTH GROUP LTD | 🇬🇧Regno Unito | Active | 23/12/2025 – present |
| Officer | THE BEAUFORT GROUP OF COMPANIES LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | BEAUFORT FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 03/02/2026 – present |
| Officer | YOU ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Person with significant control | YOU INVESTMENT GROUP LIMITED | 🇬🇧Regno Unito | Active | 09/02/2024 – 01/01/2024 |
| Person with significant control | FINLI ADVICE HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 19/06/2024 – 01/01/2024 |
| Officer | FINLI ADVICE HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 10/12/2025 – present |
05/03/2026
England → United Kingdom
04/03/2026
United Kingdom → England
17/11/2022
appointed