| Company | Timeline | Status | |
| CWM Investment Management Limited Director • Chief Executive Officer | 7 Mar 2025←9 Months→Current | Active | |
| Moray Group Limited Director • Chief Executive Officer | 4 Mar 2025←9 Months→Current | Active | |
| Balmoral Asset Management Limited Director • Chief Executive Officer | 4 Mar 2025←9 Months→Current | Active | |
| Gibbs Denley Financial Services Limited Director • Chief Executive Officer | 4 Mar 2025←9 Months→Current | Active | |
| Wilfred T. Fry (Personal Financial Planning) Limited Director • Chief Executive Officer | 4 Mar 2025←9 Months→Current | Active | |
| Gibbs Denley Investment Management Limited Director • Chief Executive Officer | 27 Feb 2025←9 Months→Current | Active | |
| Lewis Brownlee Financial Services Limited Director • Chief Executive Officer | 27 Feb 2025←9 Months→Current | Active | |
| Gibbs Denley Pension Trustees Limited Director • Chief Executive Officer | 26 Feb 2025←9 Months→Current | Active | |
| Progeny Holdings Limited Director • Chief Executive Officer | 29 Jul 2024←1 Year 4 Months→Current | Active | |
| Progeny Asset Management Limited Director • Chief Executive Officer | 29 Jul 2024←1 Year 4 Months→Current | Active | |
