Stephen David Willis
🇬🇧Regno Unito
Summary
NationalityRegno Unito
Date of birth1980
Country of residenceRegno Unito
Roles & Positions
| Role | Company | Country | Status | Date Range |
|---|---|---|---|---|
| Officer | TRUE WEALTH PLANNING SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 17/02/2026 – present |
| Officer | VERACITY ASSET TRANSFORMATION SERVICE LIMITED | 🇬🇧Regno Unito | Active | 15/12/2025 – present |
| Officer | CUTTER & CO FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 01/04/2026 – present |
| Officer | TRUE FINANCIAL PARTNERSHIPS LIMITED | 🇬🇧Regno Unito | Active | 25/04/2026 – present |
| Officer | WATSON LAIRD LIMITED | 🇬🇧Regno Unito | Active | 17/12/2025 – present |
| Officer | DESTINATION FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 30/04/2026 – present |
| Officer | NAVIGATOR FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 05/02/2026 – present |
| Officer | FLOWERS MCEWAN LIMITED | 🇬🇧Regno Unito | Active | 15/01/2026 – present |
| Officer | TAG FINANCIAL PLANNING LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – present |
| Officer | TRUE WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 18/05/2026 – present |
| Officer | DFP WEALTH MANAGEMENT LTD | — | Dissolved | 05/03/2026 – present |
| Officer | DFP HEALTH & WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Liquidation | 12/03/2026 – present |
| Officer | SPENCE AND SPENCE (SCOTLAND) LIMITED | 🇬🇧Regno Unito | Liquidation | 20/03/2026 – present |
| Officer | A P ASSOCIATES FINANCIAL SERVICES LIMITED | — | Dissolved | 27/05/2026 – present |
| Officer | G & E WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Liquidation | 26/03/2026 – present |
| Officer | HKA HOLDINGS LIMITED | 🇬🇧Regno Unito | Dissolved | 13/06/2026 – present |
| Officer | G&E WEALTH MANAGEMENT (HOLDINGS) LTD | 🇬🇧Regno Unito | Dissolved | 02/04/2026 – present |
| Officer | G & E PRIVATE WEALTH LIMITED | — | Dissolved | 11/04/2026 – present |
| Officer | OAKLEA WEALTH MANAGEMENT LTD | — | Dissolved | 13/05/2026 – present |
| Officer | THE OXFORD ADVISORY PARTNERSHIP LIMITED | — | Liquidation | 03/06/2026 – present |
| Officer | SUCCESSION FINANCIAL MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 10/06/2026 – present |
| Officer | SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧Regno Unito | Active | 18/05/2026 – present |
| Officer | SUCCESSION WEALTH MANAGEMENT LIMITED | 🇬🇧Regno Unito | Active | 11/12/2025 – present |
| Officer | SUSTAINABLE SOUTH BRENT | 🇬🇧Regno Unito | Active | 26/05/2026 – 03/07/2024 |
| Officer | SUCCESSION GROUP LTD | 🇬🇧Regno Unito | Active | 11/12/2025 – present |
| Officer | SUCCESSION HOLDINGS LTD | 🇬🇧Regno Unito | Active | 12/12/2025 – present |
| Person with significant control | CAPS SOUTH BRENT LIMITED | 🇬🇧Regno Unito | Active | 26/06/2024 – present |
| Officer | CAPS SOUTH BRENT LIMITED | 🇬🇧Regno Unito | Active | 29/12/2025 – present |