| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | INDEPENDENT, ADVANCED & CLEAR LTD | 🇬🇧Regno Unito | Active | 09/04/2026 – present |
| Officer | RIVERSTONE WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 13/04/2026 – present |
| Officer | GRAINGER FINANCIAL PLANNING LTD | 🇬🇧Regno Unito | Active | 09/04/2026 – present |
| Officer | 1ST FINANCIAL GROUP LIMITED | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | ALBYN ASSOCIATES FINANCIAL SOLUTIONS LTD | 🇬🇧Regno Unito | Active | 09/04/2026 – present |
| Officer | FERGUSON HILL ASSET MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 10/04/2026 – present |
| Officer | STALEY & JONES LTD | 🇬🇧Regno Unito | Active | 13/03/2026 – present |
| Officer | CITY GATE ABERDEEN LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | KINGSLAND WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | PENSION AND INVESTMENT OPTIONS LTD | 🇬🇧Regno Unito | Active | 15/01/2026 – present |
| Officer | ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD. | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | IF FINANCIAL LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | PREMIER PORTFOLIO FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | IMAGINE FP LTD | 🇬🇧Regno Unito | Dissolved | 24/12/2025 – present |
| Officer | JACKSON LAW FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 24/12/2025 – present |
| Officer | MORTGAGE 65 LIMITED | 🇬🇧Regno Unito | Dissolved | 24/12/2025 – present |
| Officer | FORBES LAWSON WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 15/01/2026 – present |
| Officer | FAIRSTONE PRIVATE WEALTH LIMITED | 🇬🇧Regno Unito | Active | 12/06/2026 – present |
| Officer | GRAYSIDE LIMITED | 🇬🇧Regno Unito | Dissolved | 24/12/2025 – present |
| Officer | AJP WEALTH MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | EXECUTIVE WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 10/12/2025 – present |
| Officer | ANGUS ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | ROBERT LANGLEY ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 11/06/2026 – present |
| Officer | ROBERT LANGLEY ASSET MANAGEMENT LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | JAMES RYAN THORNHILL (HOLDINGS) LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | JAMES RYAN THORNHILL LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | ALLAN CARR LTD | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | GOODMAN FINANCIAL PLANNERS LTD | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | FAIRSTONE MORTGAGE SOLUTIONS LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | FAIRSTONE HOLDINGS (IRELAND) LTD | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | STATION ASSOCIATES LTD | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | ADVANCED FINANCIAL SERVICES UK LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | MT FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | MANTLE & PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | SABRE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | BELLEGROVE MORTGAGE SERVICES LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | COMPLETE FINANCIAL PLANNING LTD | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | NEXT HOME (SCOTLAND) LTD. | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | FINANCIAL CONCEPTS (CARLISLE) LIMITED | 🇬🇧Regno Unito | Proposal to strike off | 13/02/2026 – present |
| Officer | BRANTWOOD FP (HOLDINGS) LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | EAST DEVON ASSOCIATES LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | BRANTWOOD FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | EAST 2 WEST FINANCIAL SERVICES LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | DYNAMIC WEALTH LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | CHARTERMARQUE LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | QUAY INVESTMENTS & PENSIONS LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | FOXVALLEY LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | MCPARLAND & PARTNERS LIMITED | 🇬🇧Regno Unito | Active | 13/02/2026 – present |
| Officer | USKVALE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
| Officer | CUBE FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Dissolved | 13/02/2026 – present |
09/04/2026
United Kingdom → England
02/04/2026
appointed
28/05/2021
appointed