| Company | Timeline | Status | |
| JC Wealth Planning Ltd Director • Ifa | 21 Mar 2021←4 Years→Current | Active | |
| Wfi Financial LLP Non-designated LLP Member • Unreported | 1 Jul 2013←7 Years→2 Dec 2020 | Dissolved | |
Jac Investment Management Limited Director • Financial Adviser | 16 May 2013←2 Years 4 Months→29 Sep 2015 | Dissolved | |
Jac Wealth Management Limited Director • Financial Advisor | 4 Apr 2008←5 Years→23 Jul 2013 | Dissolved | |
| Summit Financial Solutions Limited Director • Regional Director | 7 Sep 2001←10 Months→31 Jul 2002 | Active | |
