| Company | Timeline | Status | |
| Smarter Wealth Management Limited Director • Company Director | 14 Feb 2020←1 Year 1 Month→31 Mar 2021 | Active | |
| Live Smart Financial Planning Ltd Director • Company Director | 11 Oct 2019←1 Year 5 Months→31 Mar 2021 | Active | |
| AXG Advice Ltd Director • Director | 20 Sep 2019←2 Years 4 Months→12 Feb 2022 | Dissolved | |
| Mount Street Group Holdings Limited Director • Company Director | 11 Jun 2019←6 Years→Current | Active | |
| Cadogan Asset Management Limited Director • Compliance Director | 1 May 2019←1 Year 5 Months→14 Oct 2020 | Dissolved | |
| Merlin Wealth Planning Limited Director • Company Director | 22 Jul 2018←7 Years→Current | Active | |
| Ar Compliance Services Ltd Director • Director | 9 Mar 2018←3 Years→7 Dec 2021 | Dissolved | |
| The First Financial Consultancy Limited Director • Director | 9 Mar 2018←3 Years→24 Aug 2021 | Dissolved | |
| Royce Compliance Consultancy Limited Director • Director | 19 Jun 2017←8 Years→Current | Active | |
Sure Harbour Limited Director • Director | 8 Jun 2017←1 Year 5 Months→27 Nov 2018 | Dissolved | |
