| Company | Timeline | Status | |
| Canaccord Genuity Wealth Group Limited Director • Unreported | 29 Jan 2026←18 Days→Current | Active | |
| Punter Southall Wealth Limited Director • Unreported | 2 Dec 2025←2 Months→Current | Active | |
| Intelligent Capital Ltd Director • Unreported | 2 Dec 2025←2 Months→Current | Active | |
| Canaccord Genuity Financial Planning Limited Director • Unreported | 2 Dec 2025←2 Months→Current | Active | |
| Intelligent Capital Holdings Limited Director • Unreported | 8 Apr 2024←1 Year 10 Months→Current | Active | |
| First Financial Consulting Ltd Director • Company Director | 8 Apr 2024←1 Year 3 Months→5 Aug 2025 | Dissolved | |
| Intelligent Capital Group Limited Director • Unreported | 8 Apr 2024←1 Year 10 Months→Current | Active | |
| Focus Financial Management (Scotland) Limited Director • Company Director | 8 Apr 2024←11 Months→18 Mar 2025 | Dissolved | |
| Canaccord Genuity Wealth Limited Director • Coo | 1 Oct 2019←6 Years→Current | Active | |
| CGWL FD Nominees Limited Director • Company Director | 9 Nov 2017←8 Years→Current | Active | |
