| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | VINCENT & CO FINANCIAL LTD | 🇬🇧Regno Unito | Dissolved | 14/04/2026 – present |
| Officer | CASSON BECKMAN WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 28/01/2026 – present |
| Officer | STERLING TRUST PROFESSIONAL (SHEFFIELD) LIMITED | 🇬🇧Regno Unito | Active | 13/01/2026 – present |
| Officer | NHA FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 27/01/2026 – present |
| Officer | STERLING TRUST PROFESSIONAL (YORK) LIMITED | 🇬🇧Regno Unito | Active | 12/02/2026 – present |
| Officer | KW UK WEALTH PLANNING HOLDCO LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | KW UK FINANCIAL HOLDINGS LIMITED | — | Active | 10/12/2025 – present |
| Officer | KW UK INVESTMENT MANAGEMENT HOLDCO LIMITED | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | KW UK BIDCO LTD | 🇬🇬Guernsey | Active | 10/12/2025 – present |
| Officer | AIM INDEPENDENT LIMITED | 🇬🇧Regno Unito | Dissolved | 28/01/2026 – present |
| Officer | EUROSURE LIMITED | 🇬🇧Regno Unito | Dissolved | 11/02/2026 – present |
| Officer | JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧Regno Unito | Active | 02/03/2026 – present |
| Officer | IPN PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 12/05/2026 – present |
| Officer | JFP FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 29/04/2026 – present |
| Officer | BARRY FLEMING AND PARTNERS (TAX, TRUSTS AND INVESTMENT PLANNING) LIMITED | 🇬🇧Regno Unito | Dissolved | 11/02/2026 – present |
| Officer | MONEY MATTERS (NORTH EAST) LIMITED | 🇬🇧Regno Unito | Dissolved | 31/12/2025 – present |
| Officer | REGENCY INVESTMENT SERVICES LIMITED | 🇬🇧Regno Unito | Dissolved | 17/12/2025 – present |
| Officer | JFP HOLDINGS LTD | 🇬🇧Regno Unito | Active | 12/02/2026 – present |
| Officer | JCH INVESTMENT MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 18/02/2026 – present |
| Officer | AIM WEALTH HOLDINGS LIMITED | 🇬🇧Regno Unito | Dissolved | 28/01/2026 – present |
| Officer | STRATEGIC ASSET MANAGERS LIMITED | 🇬🇧Regno Unito | Active | 05/02/2026 – present |
| Officer | ALLOTTS FINANCIAL SERVICES LTD | 🇬🇧Regno Unito | Proposal to strike off | 31/12/2025 – present |
| Officer | IBOSS LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | METNOR HOLDINGS LIMITED | 🇬🇧Regno Unito | Active | 08/04/2026 – present |
| Officer | IBOSS ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 17/03/2026 – present |
15/11/2024
resigned
15/11/2024
appointed
16/05/2023
appointed