| Company | Timeline | Status | |
| Select Accountants Limited Director • Independent Financial Advisor | 16 Jun 2025←4 Months→Current | Active | |
| Select Wealth Management Limited Director • Independent Financial Adviser | 19 Feb 2016←9 Years→Current | Active | |
| Openwork Partnership LLP Non-designated LLP Member • Unreported | 1 Aug 2015←2 Years 7 Months→1 Mar 2018 | Active | |
Clear Retirement Ltd Director • Financial Adviser | 30 Aug 2013←1 Year 4 Months→13 Jan 2015 | Dissolved | |
| Rose Financial Planning Ltd Director • Independent Financial Advisor | 17 May 2011←14 Years→Current | Active | |
