| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | GWM ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 07/05/2026 – present |
| Officer | PERSPECTIVE TORUS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 29/04/2026 – present |
| Officer | PROFESSIONAL FINANCIAL CENTRE (CUMBRIA) LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | TAXASSIST PERSPECTIVE WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 01/04/2026 – present |
| Officer | GROSVENOR WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 01/04/2026 – present |
| Officer | MACKRILL FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | CWM HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 14/05/2026 |
| Officer | CROWN WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 14/05/2026 |
| Officer | COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED | 🇬🇧Regno Unito | Active | 12/03/2026 – present |
| Officer | WEALTH EXPERTS (HIGHPOINT) LIMITED | 🇬🇧Regno Unito | Active | 18/12/2025 – present |
| Officer | DJH PERSPECTIVE WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 15/01/2026 – present |
| Officer | LYON GRIFFITHS (FINANCIAL SERVICES) LIMITED | 🇬🇧Regno Unito | Active | 18/12/2025 – present |
| Officer | WEALTH EXPERTS HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 18/12/2025 – present |
| Officer | WEALTH EXPERTS HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 02/01/2026 – 16/12/2025 |
| Officer | PERSPECTIVE (WEALTH EXPERTS) LIMITED | 🇬🇧Regno Unito | Active | 19/12/2025 – present |
| Officer | WEALTH EXPERTS GROUP LIMITED | 🇬🇧Regno Unito | Active | 18/12/2025 – present |
| Officer | CHILTERN CONSULTANCY LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | PERSPECTIVE (PROSSER KNOWLES) LIMITED | 🇬🇧Regno Unito | Active | 11/12/2025 – present |
| Officer | GRIFFITHS MARSHALL WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 22/12/2025 – present |
| Officer | MAT WHITE FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | CHAPTER WEALTH MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 22/12/2025 – present |
| Officer | BOOT OUT BREAST CANCER | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | TONY FENTON & SONS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | PW FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | FOINAVEN ASSET MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | FORTITUDE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 02/01/2026 – present |
| Officer | EDGMOOR LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – 31/10/2025 |
| Officer | HAWLEY & WOOD LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | PERSPECTIVE (SPRINGFIELD) LIMITED | 🇬🇧Regno Unito | Active | 22/12/2025 – present |
| Officer | CONSTELLATION FINANCIAL SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 27/02/2026 – present |
| Officer | COPTHORNE FINANCIAL SERVICES LTD | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | WHITTINGTON GODDARD ASSOCIATES LTD | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | PARK LANE INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | P & S PARTNERSHIP LTD | 🇬🇧Regno Unito | Active | 26/03/2026 – 16/08/2024 |
| Officer | MCGECHIE LTD | 🇬🇧Regno Unito | Active | 26/03/2026 – 15/08/2024 |
| Officer | PRIMERA WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 26/03/2026 – present |
| Officer | ACCORD FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 20/01/2026 – present |
| Officer | ANGLIN ASSOCIATES LIMITED | 🇬🇧Regno Unito | Active | 06/05/2026 – 15/08/2024 |
| Officer | PLAN 2 RETIRE LIMITED | 🇬🇧Regno Unito | Active | 12/04/2026 – 01/01/2024 |
| Officer | PROSPERITY (HOLDINGS) LIMITED | 🇬🇧Regno Unito | Active | 27/02/2026 – present |
| Officer | PROSPERITY (GB) LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | GRANITE COAST LTD | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | AIREDALE PFS LIMITED | 🇬🇧Regno Unito | Active | 22/12/2025 – 24/03/2026 |
| Officer | PERSPECTIVE (SOUTH WEST) LIMITED | 🇬🇧Regno Unito | Active | 01/05/2026 – present |
| Officer | GOLDWYNS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 11/05/2026 – 10/05/2026 |
| Officer | RAMSEY FINANCIAL (CAMBS) LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | PROLIFIC FINANCIAL HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 04/04/2026 – 16/08/2024 |
| Officer | PROLIFIC GROUP LIMITED | 🇬🇧Regno Unito | Active | 04/05/2026 – 16/08/2024 |
| Officer | VISTA PLATFORM SERVICES LTD | 🇬🇧Regno Unito | Active | 20/04/2026 – 10/05/2026 |
| Officer | GALLOWAY WHITFIELD (LIFE & PENSIONS) LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
14/05/2026
resigned
11/05/2026
England → United Kingdom
29/10/2024
appointed