| Company | Timeline | Status | |
| Bright Square Pensions Limited Director • Director | 11 Jul 2017←7 Years→13 Feb 2025 | Active | |
| CT Connect Limited Director • Director | 15 Apr 2016←3 Years→1 Apr 2020 | Dissolved | |
| Fusion Funds Limited Director • Director | 24 Nov 2015←7 Years→9 May 2023 | Dissolved | |
| Evolution Wealth Network Limited Director • Compliance Director | 2 Apr 2013←11 Years→13 Feb 2025 | Active | |
| Benchmark Financial Planning Limited Director • Compliance Officer | 22 Mar 2011←7 Years→12 Feb 2019 | Active | |
| Fusion Wealth Limited Director • Compliance Officer | 1 Jan 2011←12 Years→3 Nov 2023 | Active | |
| Ian Cooke & Partners Limited Director • Compliance Officer | 29 Nov 2010←8 Years→23 Jul 2019 | Active | |
| Best Practice Ifa Group Limited Director • Compliance Officer | 25 Jun 2007←17 Years→13 Feb 2025 | Active | |
