| Company | Timeline | Status | |
| Heritage Professional Solutions Limited Director • Financial Services | 27 Jun 2016←5 Years→14 Jun 2022 | Dissolved | |
| Heritage Independent Financial Advisers Limited Director • Managing Director | 20 May 2010←15 Years→Current | Active | |
| Heritage Independent Financial Advisers Limited Director • Managing Director | 20 May 2010←14 Years→7 Feb 2025 | Active | |
