| Company | Timeline | Status | |
| Alex M Grant & Company Limited Director • Director | 15 Dec 2022←2 Years 4 Months→15 Apr 2025 | Active | |
| AGL Wealth Management Limited Director • Director | 5 Dec 2022←1 Year 8 Months→28 Aug 2024 | Active | |
| Buchanan & Associates Financial Planning Limited Director • Director | 22 Nov 2022←2 Years 4 Months→15 Apr 2025 | Active | |
| Edinburgh Wealth Management Limited Director • Director | 29 Jul 2021←2 Years 11 Months→24 Jun 2024 | Active | |
| IWP Edinburgh Limited Director • Director | 29 Jan 2021←3 Years→18 Jun 2024 | Dissolved | |
| MNSRP Ltd Director • Unreported | 8 Jan 2021←2 Years 11 Months→12 Dec 2023 | Liquidation | |
| Green Hat Financial Planning Limited Director • Unreported | 8 Jan 2021←2 Years 11 Months→12 Dec 2023 | Liquidation | |
| Brian Kennedy Limited Director • Unreported | 8 Jan 2021←2 Years 11 Months→12 Dec 2023 | Liquidation | |
| Sinergie Financial Solutions Limited Director • Unreported | 5 Nov 2010←13 Years→12 Dec 2023 | Liquidation | |
| Sutherland Independent Limited Director • Director | 23 Nov 2007←17 Years→15 Apr 2025 | Active | |
