| Company | Timeline | Status | |
| Strategic Solutions Platform Services Limited Director • Financial Adviser | 13 May 2021←4 Years→Current | Active | |
| Strategic Paraplanning Limited Director • Financial Adviser | 5 Nov 2019←5 Years→Current | Active | |
| Casterbridge Wealth Limited Director • None | 3 Mar 2015←10 Years→Current | Active | |
| Casterbridge Wealth Limited Director • None | 3 Mar 2015←10 Years→29 Sep 2025 | Active | |
| Cruse Financial Services Limited Director • Financial Consultant | 2 Mar 2011←14 Years→Current | Active | |
| Cruse Will Writing Services Limited Director • Financial Consultant | 17 Jun 2009←16 Years→Current | Active | |
