| Company | Timeline | Status | |
| Shanah Tovah Capital Ltd Director • Director | 14 Mar 2022←3 Years→Current | Active | |
| Dunholme Manor Residential Management Company Limited Director • Chartered Wealth Adviser | 20 Aug 2021←2 Years 10 Months→1 Jul 2024 | Active | |
| Baggette Later Life Planning Limited Director • Director | 11 Sep 2020←2 Years 3 Months→27 Dec 2022 | Dissolved | |
| Citizens Advice Bournemouth, Christchurch And Poole Director • Wealth Management | 5 Aug 2019←1 Year 9 Months→8 May 2021 | Active | |
| White Pearl Capital Limited Director • Financial Advisor | 23 Mar 2019←6 Years→Current | Active | |
| Titan Investment Solutions Limited Director • Financial Advisor | 23 Feb 2017←5 Years→16 Mar 2022 | Active | |
BWM Capital Limited Director • Financial Advisor | 22 Aug 2016←3 Years→28 Jan 2020 | Dissolved | |
BWM Advice LLP Designated LLP Member • Unreported | 21 May 2015←4 Years→29 Oct 2019 | Dissolved | |
Baggette Diamond Clients LLP Designated LLP Member • Unreported | 10 Nov 2011←8 Years→24 Dec 2019 | Dissolved | |
| Baggette & Company Wealth Management Limited Director • Financial Advisor | 29 Jan 2010←13 Years→6 Apr 2023 | Active | |
