| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | DUKES INDEPENDENT FINANCIAL ADVISERS LTD | 🇬🇧Regno Unito | Active | 06/05/2026 – present |
| Officer | CUTTING & CARTER LIMITED | 🇬🇧Regno Unito | Active | 02/04/2026 – present |
| Officer | CAIRN INDEPENDENT LIMITED | 🇬🇧Regno Unito | Active | 10/03/2026 – present |
| Officer | CAIRN NEXUS LIMITED | 🇬🇧Regno Unito | Active | 09/03/2026 – present |
| Officer | JRW FINANCIAL MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 05/03/2026 – present |
| Officer | LIFESTYLE PENSIONS AND INVESTMENTS LTD | 🇬🇧Regno Unito | Active | 12/12/2025 – present |
| Officer | SIX Q FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 07/04/2026 – present |
| Officer | LONDON PRIVATE WEALTH LIMITED | 🇬🇧Regno Unito | Active | 29/01/2026 – present |
| Officer | TAILORMADE FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 06/05/2026 – present |
| Officer | CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED | 🇬🇧Regno Unito | Active | 12/12/2025 – present |
| Officer | MARK PHILLIPS LIMITED | — | Liquidation | 17/12/2025 – 17/12/2025 |
| Officer | CLIFTON WEALTH PARTNERSHIP (STROUD) LTD | 🇬🇧Regno Unito | Active | 17/03/2026 – present |
| Officer | CLIFTON WEALTH PARTNERSHIP (ABERDEEN) LIMITED | 🇬🇧Regno Unito | Active | 02/04/2026 – present |
| Officer | LEONARD GOLD FINANCIAL MANAGEMENT LIMITED | — | Liquidation | 17/12/2025 – 17/12/2025 |
| Officer | CLIFTON WEALTH PARTNERSHIP LTD | 🇬🇧Regno Unito | Active | 25/05/2026 – present |
| Person with significant control | EDEN PARK INVESTMENT MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 08/12/2025 – 30/04/2019 |
| Officer | CLIFTON IFA ACQUISITIONS LTD | — | Liquidation | 17/12/2025 – 17/12/2025 |
| Person with significant control | FUNDER FINDER LTD | 🇬🇧Regno Unito | Active | 28/09/2025 – present |
| Officer | EDEN PARK INVESTMENT MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 19/04/2026 – present |
| Person with significant control | MORGAN LLOYD TRUSTEES LTD | 🇬🇧Regno Unito | Active | 08/12/2025 – 30/04/2019 |
| Person with significant control | MORGAN LLOYD SIPP TRUSTEES LIMITED | 🇬🇧Regno Unito | Active | 08/12/2025 – 30/04/2019 |
| Person with significant control | MORGAN LLOYD ADMINISTRATION LIMITED | 🇬🇧Regno Unito | Active | 08/12/2025 – 30/04/2019 |
| Person with significant control | MORGAN LLOYD SIPP SERVICES LIMITED | — | Active | 04/12/2025 – 30/04/2019 |
| Person with significant control | CLIFTON ASSET MANAGEMENT LIMITED | — | Active | 15/03/2025 – 28/02/2025 |
| Person with significant control | C A M HOLDINGS LLP | 🇬🇧Regno Unito | Active | 01/10/2025 – present |
| Person with significant control | CLIFTON WEALTH LTD | — | Liquidation | 08/12/2025 – 30/04/2019 |
| Person with significant control | CLIFTON CONSULTING LTD | — | Active | 08/12/2025 – 30/04/2019 |
| Officer | FUNDER FINDER LTD | 🇬🇧Regno Unito | Active | 18/03/2026 – present |
| Person with significant control | CLIFTON COMPLIANCE SERVICES LTD | 🇬🇧Regno Unito | Active | 25/09/2025 – 30/04/2019 |
| Person with significant control | MORGAN LLOYD INVEST LTD | — | Active | 29/09/2025 – 26/04/2019 |
| Person with significant control | ALTERNATIVE BUSINESS FUNDING LIMITED | — | Active | 06/12/2025 – 30/04/2019 |
| Officer | MORGAN LLOYD INVEST LTD | — | Active | 05/05/2026 – present |
| Officer | CLIFTON WEALTH LTD | — | Liquidation | 17/12/2025 – 17/12/2025 |
| Officer | CLIFTON CONSULTING LTD | — | Active | 15/04/2026 – present |
| Officer | CLIFTON ASSET MANAGEMENT LIMITED | — | Active | 27/05/2026 – present |
02/06/2026
Wales → United Kingdom
27/05/2026
United Kingdom → Wales
13/04/2017
appointed