| Company | Timeline | Status | |
| Oculus Wealth Management (Dep) Limited Director • Financial Adviser | 15 Jul 2025←4 Months→Current | Active | |
| Waverton Property LLP Non-designated LLP Member • Unreported | 4 Apr 2012←13 Years→Current | Active | |
| PFP Wealth Management LLP Non-designated LLP Member • Unreported | 20 Aug 2007←17 Years→10 Oct 2024 | Dissolved | |
| PFP Wealth Planning LLP Non-designated LLP Member • Unreported | 20 Aug 2007←16 Years→5 Sep 2023 | Dissolved | |
| PFP Benefit Solutions LLP Non-designated LLP Member • Unreported | 6 Nov 2006←16 Years→30 Aug 2023 | Dissolved | |
| PFP Group LLP Non-designated LLP Member • Unreported | 6 Nov 2006←16 Years→30 Aug 2023 | Dissolved | |
