| Função | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Dirigente | CASSON BECKMAN WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Dissolvida | 28/01/2026 – presente |
| Dirigente | VINCENT & CO FINANCIAL LTD | 🇬🇧United Kingdom | Dissolvida | 14/04/2026 – presente |
| Dirigente | STERLING TRUST PROFESSIONAL (NORTH EAST) LIMITED | 🇬🇧United Kingdom | Ativa | 27/05/2026 – presente |
| Dirigente | NHA FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Ativa | 27/01/2026 – presente |
| Dirigente | STERLING TRUST PROFESSIONAL (YORK) LIMITED | 🇬🇧United Kingdom | Ativa | 12/02/2026 – presente |
| Dirigente | STERLING TRUST PROFESSIONAL (SHEFFIELD) LIMITED | 🇬🇧United Kingdom | Ativa | 13/01/2026 – presente |
| Dirigente | KW UK WEALTH PLANNING HOLDCO LIMITED | 🇬🇬Guernsey | Ativa | 10/12/2025 – presente |
| Dirigente | KW UK FINANCIAL HOLDINGS LIMITED | — | Ativa | 10/12/2025 – presente |
| Dirigente | KW UK INVESTMENT MANAGEMENT HOLDCO LIMITED | 🇬🇬Guernsey | Ativa | 10/12/2025 – presente |
| Dirigente | KW UK BIDCO LTD | 🇬🇬Guernsey | Ativa | 10/12/2025 – presente |
| Dirigente | KW WEALTH GROUP LIMITED | 🇬🇧United Kingdom | Ativa | 31/05/2026 – 15/08/2024 |
| Dirigente | IPN PARTNERS LIMITED | 🇬🇧United Kingdom | Ativa | 12/05/2026 – presente |
| Dirigente | JFP FINANCIAL SERVICES LIMITED | 🇬🇧United Kingdom | Ativa | 29/04/2026 – presente |
| Dirigente | BARRY FLEMING AND PARTNERS (TAX, TRUSTS AND INVESTMENT PLANNING) LIMITED | 🇬🇧United Kingdom | Dissolvida | 11/02/2026 – presente |
| Dirigente | MONEY MATTERS (NORTH EAST) LIMITED | 🇬🇧United Kingdom | Dissolvida | 31/12/2025 – presente |
| Dirigente | REGENCY INVESTMENT SERVICES LIMITED | 🇬🇧United Kingdom | Dissolvida | 17/12/2025 – presente |
| Dirigente | JFP HOLDINGS LTD | 🇬🇧United Kingdom | Ativa | 12/02/2026 – presente |
| Dirigente | JCH INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Dissolvida | 18/02/2026 – presente |
| Dirigente | KW INVESTMENT MANAGEMENT LIMITED | 🇬🇧United Kingdom | Ativa | 31/05/2026 – 14/08/2024 |
| Dirigente | STERLING TRUST PROFESSIONAL LIMITED | 🇬🇧United Kingdom | Ativa | 29/05/2026 – presente |
| Dirigente | AIM WEALTH HOLDINGS LIMITED | 🇬🇧United Kingdom | Dissolvida | 28/01/2026 – presente |
| Dirigente | STRATEGIC ASSET MANAGERS LIMITED | 🇬🇧United Kingdom | Ativa | 05/02/2026 – presente |
| Dirigente | IBOSS LIMITED | — | Ativa | 15/12/2025 – presente |
| Dirigente | NOVUS FINANCIAL SERVICES LIMITED | — | Ativa | 22/05/2026 – presente |
| Dirigente | EUROSURE LIMITED | 🇬🇧United Kingdom | Dissolvida | 11/02/2026 – presente |
| Dirigente | METNOR HOLDINGS LIMITED | 🇬🇧United Kingdom | Ativa | 08/04/2026 – presente |
| Dirigente | IBOSS ASSET MANAGEMENT LIMITED | 🇬🇧United Kingdom | Ativa | 17/03/2026 – presente |
| Dirigente | ALLOTTS FINANCIAL SERVICES LTD | 🇬🇧United Kingdom | Dissolvida | 31/12/2025 – presente |
| Dirigente | EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Ativa | 27/05/2026 – presente |
| Dirigente | AIM INDEPENDENT LIMITED | 🇬🇧United Kingdom | Dissolvida | 28/01/2026 – presente |
| Dirigente | JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED | 🇬🇧United Kingdom | Ativa | 02/03/2026 – presente |
15/11/2024
resigned
15/11/2024
appointed
16/05/2023
appointed