| Função | Empresa | País | Estado | Período |
|---|---|---|---|---|
| Dirigente | TRUE WEALTH PLANNING SOLUTIONS LIMITED | 🇬🇧United Kingdom | Ativa | 17/02/2026 – 31/03/2026 |
| Dirigente | WATSON LAIRD LIMITED | 🇬🇧United Kingdom | Ativa | 17/12/2025 – 31/03/2026 |
| Dirigente | DESTINATION FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Ativa | 20/04/2026 – 31/03/2026 |
| Dirigente | FLOWERS MCEWAN LIMITED | 🇬🇧United Kingdom | Ativa | 15/01/2026 – 31/03/2026 |
| Dirigente | TRUE WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Ativa | 20/04/2026 – 31/03/2026 |
| Dirigente | LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED | 🇬🇧United Kingdom | Ativa | 20/04/2026 – 31/03/2026 |
| Dirigente | CUTTER & CO FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Ativa | 01/04/2026 – 31/03/2026 |
| Dirigente | TAG FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Ativa | 20/04/2026 – 31/03/2026 |
| Dirigente | NAVIGATOR FINANCIAL PLANNING LIMITED | 🇬🇧United Kingdom | Ativa | 05/02/2026 – 31/03/2026 |
| Dirigente | VERACITY ASSET TRANSFORMATION SERVICE LIMITED | 🇬🇧United Kingdom | Ativa | 15/12/2025 – 31/03/2026 |
| Dirigente | TRUE FINANCIAL PARTNERSHIPS LIMITED | 🇬🇧United Kingdom | Ativa | 20/04/2026 – 31/03/2026 |
| Dirigente | LEE STRATHY LIMITED | 🇬🇧United Kingdom | Ativa | 15/04/2026 – 31/03/2026 |
| Dirigente | DFP HEALTH & WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Liquidação | 12/03/2026 – presente |
| Dirigente | DFP WEALTH MANAGEMENT LTD | 🇬🇧United Kingdom | Liquidação | 05/03/2026 – presente |
| Dirigente | SPENCE AND SPENCE (SCOTLAND) LIMITED | 🇬🇧United Kingdom | Liquidação | 20/03/2026 – presente |
| Dirigente | G & E WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Liquidação | 26/03/2026 – presente |
| Dirigente | G&E WEALTH MANAGEMENT (HOLDINGS) LTD | 🇬🇧United Kingdom | Dissolvida | 02/04/2026 – presente |
| Dirigente | G & E PRIVATE WEALTH LIMITED | — | Dissolvida | 11/04/2026 – presente |
| Dirigente | SUCCESSION GROUP LTD | 🇬🇧United Kingdom | Ativa | 11/12/2025 – 31/03/2026 |
| Dirigente | SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 🇬🇧United Kingdom | Ativa | 31/03/2026 – 31/03/2026 |
| Dirigente | SUCCESSION FINANCIAL MANAGEMENT LIMITED | 🇬🇧United Kingdom | Ativa | 31/03/2026 – 31/03/2026 |
| Dirigente | SUCCESSION WEALTH MANAGEMENT LIMITED | 🇬🇧United Kingdom | Ativa | 11/12/2025 – 31/03/2026 |
31/03/2026
resigned
30/10/2024
appointed
22/03/2019
appointed