| Company | Timeline | Status | |
| Oculus Wealth Management (Solihull) Limited Director • Financial Adviser | 1 Oct 2025←2 Months→Current | Active | |
| Fitzrovia Financial Services Limited Director • Independent Financial Adviser | 18 Jan 2011←12 Years→9 Jan 2024 | Dissolved | |
| Bia Financial Planning Ltd Director • Financial Services | 24 Aug 2010←8 Years→31 Dec 2018 | Dissolved | |
| Bridgewater Pension Trustees Limited Director • Financial Adviser | 6 Oct 2004←7 Years→31 Mar 2012 | Active | |
