| Company | Timeline | Status | |
| Metis Wealth Ltd Director • Head Of Financial Advice | 14 May 2025←6 Months→Current | Active | |
| Argentis Financial Planning Ltd Director • Head Of Financial Advice | 14 May 2025←6 Months→Current | Active | |
| Active Financial Partners Limited Director • Head Of Financial Advice | 14 May 2025←6 Months→Current | Active | |
| Argentis Wealth Management Ltd Director • Head Of Financial Advice | 14 May 2025←6 Months→Current | Active | |
| Helm Godfrey Partners Ltd Director • Head Of Financial Advice | 14 May 2025←6 Months→Current | Active | |
| MBFSS Limited Director • Head Of Financial Advice | 24 Feb 2025←9 Months→Current | Active | |
| Helm Godfrey Holdings Limited Director • Head Of Financial Advice | 24 Feb 2025←9 Months→Current | Active | |
| Merchants Wealth Management Limited Director • Head Of Financial Advice | 24 Feb 2025←9 Months→Current | Active | |
| Robinson Financial Solutions Ltd Director • Head Of Financial Advice | 24 Feb 2025←9 Months→Current | Active | |
| PSG Financial Solutions Limited Director • Head Of Financial Advice | 24 Feb 2025←9 Months→Current | Active | |
