| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED | 🇬🇧Regno Unito | Active | 12/03/2026 – present |
| Officer | WEALTH EXPERTS GROUP LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | WEALTH EXPERTS HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | PERSPECTIVE (WEALTH EXPERTS) LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | LYON GRIFFITHS (FINANCIAL SERVICES) LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | WEALTH EXPERTS (HIGHPOINT) LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | FRIENDLY WEALTH MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 22/04/2026 – present |
| Officer | VMCFA LTD | 🇬🇧Regno Unito | Active | 26/04/2026 – present |
| Officer | INSPIRATIONAL FINANCIAL PLANNING LTD | 🇬🇧Regno Unito | Active | 31/05/2026 – present |
| Officer | KEITH MASON WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 17/04/2026 – present |
| Officer | CONSTELLATION FINANCIAL SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 24/05/2026 – present |
| Officer | COPTHORNE FINANCIAL SERVICES LTD | 🇬🇧Regno Unito | Active | 12/06/2026 – present |
| Officer | SWALLOWTAIL FINANCIAL CONSULTING LIMITED | 🇬🇧Regno Unito | Active | 31/03/2026 – present |
| Officer | TWIFM LIMITED | 🇬🇧Regno Unito | Active | 02/06/2026 – present |
| Officer | P & S PARTNERSHIP LTD | 🇬🇧Regno Unito | Active | 13/05/2026 – present |
| Officer | MCGECHIE LTD | 🇬🇧Regno Unito | Active | 16/05/2026 – present |
| Officer | PERSPECTIVE (SOUTH WEST) LIMITED | 🇬🇧Regno Unito | Active | 01/05/2026 – present |
| Officer | GOLDWYNS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | RAMSEY FINANCIAL (CAMBS) LIMITED | 🇬🇧Regno Unito | Active | 07/05/2026 – present |
| Officer | SEARCHLIGHT HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 01/06/2026 – present |
| Officer | PROLIFIC FINANCIAL HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 04/04/2026 – present |
| Officer | ILPG LTD | 🇬🇧Regno Unito | Active | 18/05/2026 – present |
| Officer | PERSPECTIVE (CENTRAL & EAST) LIMITED | 🇬🇧Regno Unito | Active | 19/05/2026 – present |
| Officer | INVESTMENT PRINCIPLES LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | HAYESCROFT HOLDINGS LIMITED | 🇬🇧Regno Unito | Dissolved | 16/04/2026 – present |
| Officer | PLATINUM PORTFOLIOS LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | FINANCIAL CONNECTION WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | PERSPECTIVE (AVON) LIMITED | 🇬🇧Regno Unito | Active | 14/05/2026 – 14/05/2026 |
| Officer | FUTURE LIFESTYLE LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | PERSPECTIVE (SOUTH EAST) LIMITED | 🇬🇧Regno Unito | Active | 23/02/2026 – present |
| Officer | EQUILIBRIUM WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 01/05/2026 – present |
| Officer | MCGREGORS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | CHAMBERS & CO (CHELMSFORD) LIMITED | 🇬🇧Regno Unito | Active | 30/05/2026 – present |
| Officer | ABBEY MEADS FINANCIAL LTD | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | PERSPECTIVE (NORTH EAST) LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – present |
| Officer | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES (MAIDSTONE) LIMITED | 🇬🇧Regno Unito | Active | 20/02/2026 – present |
| Officer | VISTA PLATFORM SERVICES LTD | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | PERSPECTIVE (HOME COUNTIES) LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – present |
14/05/2026
resigned
24/03/2026
resigned
19/12/2013
appointed