| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | ACUMENSA LIMITED | 🇬🇧Regno Unito | Active | 15/05/2026 – present |
| Officer | CPN PRIVATE WEALTH LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – present |
| Officer | CPN FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – present |
| Officer | OCULUS WEALTH MANAGEMENT (SURREY) LIMITED | 🇬🇧Regno Unito | Active | 15/04/2026 – present |
| Officer | NAVIGATE CAPITAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 16/04/2026 – present |
| Officer | JOHNSTON CARMICHAEL WEALTH LIMITED | 🇬🇧Regno Unito | Active | 20/02/2026 – present |
| Officer | ROCKHOLD ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | ROCKHOLD HOLDCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | LYNC WEALTH HOLDCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | LWM AR LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 17/04/2025 |
| Officer | STONE BIDCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | LWM AR HOLDCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – 17/04/2025 |
| Officer | WEALTH SERVICES HOLDCO LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | BARSTON HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – present |
| Officer | EASTCOTE WEALTH MANAGEMENT HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – present |
| Officer | AMICUS WEALTH LIMITED | 🇬🇧Regno Unito | Active | 27/01/2026 – present |
| Officer | AMICUS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | FIND A WEALTH MANAGER LIMITED | 🇬🇧Regno Unito | Active | 23/01/2026 – present |
| Officer | TCAM NOMINEES LIMITED | 🇬🇧Regno Unito | Dissolved | 20/05/2026 – present |
| Officer | TCAM NOMINEES LIMITED | 🇬🇧Regno Unito | Dissolved | 20/05/2026 – present |
| Officer | 7IM INVESTMENT AND RETIREMENT SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 19/04/2026 – 26/02/2020 |
| Officer | 7IM INVESTMENT AND RETIREMENT SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 09/03/2026 – present |
| Officer | 7IM TRUSTEES LIMITED | 🇬🇧Regno Unito | Active | 09/03/2026 – present |
| Officer | 7IM LIMITED | 🇬🇧Regno Unito | Active | 18/04/2026 – 26/02/2020 |
| Officer | 7IM TRUSTEES LIMITED | 🇬🇧Regno Unito | Active | 19/04/2026 – 26/02/2020 |
| Officer | 7IM LIMITED | 🇬🇧Regno Unito | Active | 24/12/2025 – present |
| Officer | TCAM ASSET MANAGEMENT GROUP LIMITED | 🇬🇧Regno Unito | Dissolved | 05/05/2026 – 26/02/2020 |
| Officer | TCAM ASSET MANAGEMENT GROUP LIMITED | 🇬🇧Regno Unito | Dissolved | 05/05/2026 – present |
20/05/2026
United Kingdom → England
07/05/2026
England → United Kingdom
21/10/2019
appointed