| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Person with significant control | FINLI (FLP) HOLDINGS LTD | 🇬🇧Regno Unito | Active | 22/06/2024 – 08/02/2023 |
| Officer | FINLI (FLP) HOLDINGS LTD | 🇬🇧Regno Unito | Active | 08/04/2026 – 17/03/2026 |
| Officer | FINLI (FLP) LTD | 🇬🇧Regno Unito | Active | 11/05/2026 – 17/03/2026 |
| Person with significant control | HAWARDEN FINANCIAL LTD | 🇬🇧Regno Unito | Dissolved | 26/06/2024 – present |
| Officer | HAWARDEN FINANCIAL LTD | 🇬🇧Regno Unito | Dissolved | 01/04/2026 – present |
| Officer | AHFS HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 14/05/2026 – 12/04/2019 |
| Officer | ALEXANDER HOUSE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 22/04/2026 – 12/04/2019 |
| Officer | ALEXANDER HOUSE FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 17/05/2026 – 12/04/2019 |
| Person with significant control | AMH FINANCIAL LTD | 🇬🇧Regno Unito | Active | 23/06/2024 – present |
| Officer | AMH FINANCIAL LTD | 🇬🇧Regno Unito | Active | 20/02/2026 – present |
18/05/2026
United Kingdom → Wales
14/05/2026
Wales → United Kingdom
23/03/2015
appointed