| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | RATHMORE FINANCIAL LIMITED | — | Active | 07/04/2026 – present |
| Person with significant control | FINANCIAL PARTNERS GROUP LTD | 🇬🇧Regno Unito | Active | 02/10/2025 – 02/03/2026 |
| Officer | FINANCIAL PARTNERS GROUP LTD | 🇬🇧Regno Unito | Active | 18/12/2025 – 02/03/2026 |
| Person with significant control | PERPETUAL WEALTH SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 04/02/2024 – 18/01/2024 |
| Officer | PERPETUAL WEALTH SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 06/03/2026 – present |
| Officer | STRATEGIC WEALTH PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – present |
| Officer | STRATEGIC WEALTH GROUP LIMITED | 🇬🇧Regno Unito | Active | 02/02/2026 – present |
| Officer | FAMILY WEALTH PLATFORM LIMITED | 🇬🇧Regno Unito | Active | 27/03/2026 – present |
| Officer | PERPETUAL WEALTH GROUP LIMITED | 🇬🇧Regno Unito | Active | 03/04/2026 – present |
| Officer | FINURA PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 10/06/2020 |
| Officer | CLARKE-WALKER FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 24/03/2022 |
| Officer | RAYNER SPENCER MILLS RESEARCH LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 19/05/2021 |
| Officer | ALDERBROOK FINANCIAL PLANNING LIMITED | — | Dissolved | 25/05/2026 – 29/10/2020 |
| Officer | BRIAN POTTER CONSULTANTS LIMITED | — | Dissolved | 21/04/2026 – 29/10/2020 |
| Officer | BRIGHT SQUARE PENSIONS LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – 24/02/2022 |
| Person with significant control | FAMILY CAPITAL LIMITED | 🇬🇧Regno Unito | Active | 12/02/2024 – 01/11/2016 |
| Officer | FAMILY CAPITAL LIMITED | 🇬🇧Regno Unito | Active | 23/04/2026 – present |
| Officer | CT CONNECT LIMITED | 🇬🇧Regno Unito | Liquidation | 21/04/2026 – 13/10/2021 |
| Person with significant control | IAN COOKE & PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – present |
| Person with significant control | BENCHMARK CAPITAL LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – 12/01/2017 |
| Person with significant control | FINOVATE LIMITED | 🇬🇧Regno Unito | Active | 25/06/2024 – 06/04/2026 |
| Officer | INVICTA INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧Regno Unito | Liquidation | 21/04/2026 – 29/10/2020 |
| Officer | FUSION FUNDS LIMITED | — | Dissolved | 21/04/2026 – 22/09/2021 |
| Officer | BENCHMARK CAPITAL LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – present |
| Officer | FINOVATE LIMITED | 🇬🇧Regno Unito | Active | 27/03/2026 – present |
| Officer | SUSSEX HOUSE CAPITAL LIMITED | — | Dissolved | 08/05/2026 – present |
| Officer | EVOLUTION WEALTH NETWORK LIMITED | 🇬🇧Regno Unito | Active | 18/05/2026 – 08/03/2022 |
| Officer | BENCHMARK FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 13/01/2022 |
| Officer | FUSION WEALTH LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 24/02/2022 |
| Officer | GLOBAL FINANCIAL LIMITED | 🇬🇧Regno Unito | Dissolved | 07/01/2026 – 03/03/2011 |
| Officer | CREATIVE TECHNOLOGIES LTD | 🇬🇧Regno Unito | Active | 21/04/2026 – 01/04/2021 |
| Officer | IAN COOKE & PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – present |
| Officer | BEST PRACTICE IFA GROUP LIMITED | 🇬🇧Regno Unito | Active | 21/04/2026 – 08/03/2022 |
02/06/2026
England → United Kingdom
25/05/2026
United Kingdom → England
01/11/2016
appointed