| 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 | JRW FINANCIAL MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 05/03/2026 – present |
| Officer | CAIRN NEXUS LIMITED | 🇬🇧Regno Unito | Active | 09/03/2026 – 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 | CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED | 🇬🇧Regno Unito | Active | 20/04/2026 – present |
| Officer | MARK PHILLIPS LIMITED | — | Liquidation | 17/02/2026 – present |
| Officer | LEONARD GOLD FINANCIAL MANAGEMENT LIMITED | — | Liquidation | 16/02/2026 – present |
| Officer | CLIFTON CONNECTS LIMITED | 🇬🇧Regno Unito | Active | 06/04/2026 – present |
| Officer | CLIFTON WEALTH PARTNERSHIP LTD | 🇬🇧Regno Unito | Active | 25/05/2026 – present |
| Officer | CLIFTON IFA ACQUISITIONS LTD | — | Liquidation | 16/02/2026 – present |
| Officer | FUNDER FINDER LTD | 🇬🇧Regno Unito | Active | 21/04/2026 – present |
| Officer | EDEN PARK INVESTMENT MANAGEMENT LTD | 🇬🇧Regno Unito | Active | 19/04/2026 – present |
| Officer | MORGAN LLOYD INVEST LTD | — | Active | 08/05/2026 – present |
| Officer | ALTERNATIVE BUSINESS FUNDING LIMITED | — | Active | 10/05/2026 – present |
30/04/2026
appointed
31/03/2026
appointed
17/05/2014
appointed