| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | GATEHOUSE-IFA LTD | 🇬🇧Regno Unito | Active | 08/04/2026 – present |
| Person with significant control | FINANCIAL ADVICE SUPPORT TECHNOLOGY LTD | 🇬🇧Regno Unito | Active | 30/09/2025 – present |
| Officer | FINANCIAL ADVICE SUPPORT TECHNOLOGY LTD | 🇬🇧Regno Unito | Active | 17/03/2026 – present |
| Officer | SCOTT FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 19/03/2026 – present |
| Officer | JOHN MITCHELL FINANCIAL ADVISERS LTD | 🇬🇧Regno Unito | Active | 24/04/2026 – present |
| Person with significant control | MEDICFI LTD | 🇬🇧Regno Unito | Active | 18/06/2024 – present |
| Officer | MEDICFI LTD | 🇬🇧Regno Unito | Active | 28/03/2026 – present |
| Person with significant control | GREENWAYS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 21/06/2024 – 02/04/2026 |
| Officer | GREENWAYS WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 11/04/2026 – present |
| Officer | MDH WEALTH MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 21/04/2026 – present |
| Person with significant control | MDH WEALTH MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 18/06/2024 – present |
| Person with significant control | MEDICAL & GENERAL INDEPENDENT FINANCIAL ADVISERS LTD | 🇬🇧Regno Unito | Active | 19/06/2024 – 12/10/2023 |
| Officer | MEDICAL & GENERAL INDEPENDENT FINANCIAL ADVISERS LTD | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
20/05/2026
United Kingdom → England
11/05/2026
England → United Kingdom
01/04/2014
appointed