| Company | Timeline | Status | |
| Adviser Services Group Holdings Limited Director • Director | 23 Jun 2025←7 Months→Current | Active | |
| Tatton Financial Planning Ltd Director • Company Director | 29 Oct 2024←1 Year 2 Months→Current | Active | |
| Muras Baker Jones Financial Services Limited Director • Director | 22 Oct 2024←1 Month→10 Dec 2024 | Active | |
| Hanson Assured Ltd Director • Unreported | 15 Jul 2024←1 Year 6 Months→Current | Active | |
| Bright Star Wealth Ltd Director • Director | 11 Apr 2024←1 Year 9 Months→Current | Active | |
| Hancock Associates Limited Director • Director | 2 Nov 2023←2 Years 2 Months→Current | Active | |
| Lync Wealth Limited Director • Director | 26 Jul 2023←2 Years 6 Months→Current | Active | |
| Adviser Services Holdings Wealth Management Limited Director • Director | 26 Jul 2023←2 Years 6 Months→Current | Active | |
| Friarsgate Financial Planning Limited Director • Director | 2 Jun 2023←2 Years 7 Months→Current | Active | |
| Richard Armitage Wealth Management South West Limited Director • Director | 23 May 2023←2 Years 8 Months→Current | Active | |
