| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | PROFESSIONAL FINANCIAL CENTRE (CUMBRIA) LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | MACKRILL FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Officer | CROWN WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – 14/05/2026 |
| Officer | CWM HOLDINGS 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 | CHILTERN CONSULTANCY LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Person with significant control | LEA GARDENS MANAGEMENT COMPANY LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | LEA GARDENS MANAGEMENT COMPANY LIMITED | 🇬🇧Regno Unito | Active | 08/01/2026 – present |
| Officer | PERSPECTIVE (PROSSER KNOWLES) LIMITED | 🇬🇧Regno Unito | Active | 11/12/2025 – present |
| Officer | LLOYD O'SULLIVAN FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | CLARENDON FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 16/12/2025 – present |
| Officer | BSQFA LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | MILLFIELD OSCEOLA FINANCIAL CONSULTANCY LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | FORTITUDE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 02/01/2026 – present |
| Officer | WARWICK FINANCIAL SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 05/03/2026 – present |
| Officer | HAWLEY & WOOD LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | KEITH MASON WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 28/10/2024 |
| Officer | PILKINGTON ASPINALL AND BURY LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 25/10/2024 |
| Officer | PERSPECTIVE (SPRINGFIELD) LIMITED | 🇬🇧Regno Unito | Active | 22/12/2025 – present |
| Officer | P.W. WHITE AND PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 20/01/2026 – 24/03/2026 |
| Officer | GURWIN LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – 05/08/2024 |
| Officer | COPTHORNE FINANCIAL SERVICES LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | CLIFTON NASH LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 11/07/2024 |
| Officer | JRT WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 04/07/2024 |
| Officer | WHITTINGTON GODDARD ASSOCIATES LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | JAMES ESDAILE LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 22/05/2024 |
| Officer | SWALLOWTAIL FINANCIAL CONSULTING LIMITED | 🇬🇧Regno Unito | Active | 31/03/2026 – 10/05/2024 |
| Officer | TWIFM LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 22/04/2024 |
| Officer | PARK LANE INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | P & S PARTNERSHIP LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – 16/08/2024 |
| Officer | MCGECHIE LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – 15/08/2024 |
| Officer | PRIMERA WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | ACCORD FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 20/01/2026 – present |
| Officer | STRATEGIC FINANCIAL PORTFOLIOS LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | ANGLIN ASSOCIATES LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 15/08/2024 |
| Officer | PLAN 2 RETIRE LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 16/08/2024 |
| Officer | AYP FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | PROSPERITY (GB) LIMITED | 🇬🇧Regno Unito | Active | 14/01/2026 – present |
| Officer | PROSPERITY (HOLDINGS) LIMITED | 🇬🇧Regno Unito | Active | 27/02/2026 – 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 | A TO Z FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – 16/08/2024 |
| Officer | MARLBOROUGH PLACE LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | PERSPECTIVE (SOUTH WEST) LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | GOLDWYNS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 25/03/2026 – 24/03/2026 |
| Officer | RAMSEY FINANCIAL (CAMBS) LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | BEANLAND FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | ST LAWRENCE INVESTMENT & PENSION SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
14/05/2026
resigned
10/05/2026
resigned
11/07/2024
appointed