Willis, Charlotte Emily

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Organisation From Until Service
years
1 ADDIDI HOLDINGS LIMITED 2019-11-29 2022-10-25 2.90
2 ADDIDI WEALTH LTD 2019-11-29 2022-10-25 2.90
3 AFFINITY IFA LIMITED 2021-04-09 4.83
4 BALMORAL ASSET MANAGEMENT LIMITED 2022-10-14 3.32
5 BRITISH TAXPAYERS ASSOCIATION LIMITED 2023-04-21 2024-06-24 1.18
6 CARBON FINANCIAL HOLDINGS LIMITED 2023-12-22 2.13
7 CARBON FINANCIAL PARTNERS LIMITED 2023-12-22 2.13
8 CH TRUSTEES LIMITED 2022-04-12 2024-11-27 2.63
9 CHANNACK ROSS LIMITED 2022-04-12 2024-11-27 2.63
10 CHARTERED WEALTH MANAGEMENT LIMITED 2023-12-22 2025-10-14 1.81
11 CHESTERGATE FINANCIAL PLANNING LIMITED 2017-09-29 2021-06-01 3.67
12 COLL PERKINS LIMITED 2022-05-16 3.73
13 CWM INVESTMENT MANAGEMENT LIMITED 2023-12-22 2.13
14 EVOLVE FINANCIAL PLANNING LTD 2018-07-20 2021-06-01 2.87
15 FISCAL ENGINEERS LIMITED 2023-07-31 2.52
16 FRY WEALTH LIMITED 2023-04-21 2025-10-14 2.48
17 GIBBS DENLEY FINANCIAL SERVICES LIMITED 2023-07-05 2.60
18 GIBBS DENLEY GROUP LIMITED 2023-07-05 2.60
19 GIBBS DENLEY HOLDINGS LIMITED 2023-07-05 2.60
20 GIBBS DENLEY INVESTMENT MANAGEMENT LIMITED 2023-07-05 2.60
21 GIBBS DENLEY PENSION TRUSTEES LIMITED 2023-07-05 2024-11-27 1.40
22 GREENHALGH FINANCIAL SERVICES LIMITED 2022-04-12 3.82
23 HARRIS STEWART LIMITED 2023-04-21 2024-07-29 1.27
24 HART SHAW FINANCIAL PLANNING LIMITED 2022-04-12 2022-12-07 0.65
25 INNOVATE FINANCIAL SERVICES LIMITED (d2021-06-01) 2019-01-31 2021-06-01 2.33
26 JUNO WEALTH MANAGEMENT LIMITED 2019-01-31 2021-06-01 2.33
27 LAWSCO HOLDINGS LIMITED 2017-02-01 9.02
28 LEWIS BROWNLEE FINANCIAL SERVICES LIMITED 2022-11-21 3.21
29 LEWIS BROWNLEE HOLDINGS LIMITED 2022-11-21 3.21
30 MORAY FINANCIAL LIMITED 2022-06-28 2023-04-06 0.77
31 MORAY GROUP LIMITED 2022-06-28 2025-10-14 3.30
32 POLICY TRUSTEES LIMITED 2022-04-12 2024-11-27 2.63
33 PROGENY ASSET MANAGEMENT LIMITED 2017-02-01 9.02
34 PROGENY WEALTH LIMITED 2017-02-01 9.02
35 QUADRANT PARTNERSHIP LIMITED 2017-03-17 2020-09-29 3.54
36 QUEST FINANCIAL SOLUTIONS LIMITED 2019-02-06 2021-06-01 2.32
37 RU FINANCIAL ADVICE LIMITED 2022-04-12 2022-12-07 0.65
38 RUSSELL ULYATT FINANCIAL SERVICES LIMITED 2022-04-12 3.82
39 RUSSELL ULYATT GROUP LIMITED 2022-04-12 3.82
40 RUSSELL ULYATT HOLDINGS LIMITED 2022-04-12 3.82
41 SHEVILL PARKES (FINANCIAL SERVICES) LIMITED 2022-04-12 3.82
42 THE PROGENY GROUP LIMITED 2019-12-12 2022-04-04 2.31
43 THE RU GROUP FINANCIAL SERVICES LTD 2022-04-12 3.82
44 TONEPORT HOLDINGS LIMITED 2017-01-30 2020-09-29 3.66
45 TONEPORT LIMITED 2017-03-17 2020-09-29 3.54
46 WESTLAKE INVESTMENT & FINANCIAL PLANNING SERVICES LIMITED 2022-04-12 2022-12-07 0.65
47 WHPG LIMITED 2021-10-19 4.30
48 WILFRED T FRY LIMITED 2023-04-21 2.80
49 WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED 2023-04-21 2.80

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