| Company | Timeline | Status | |
| Adviser Legal Limited Director • Cfo | 22 Jan 2025←10 Months→Current | Active | |
| Scholes & Storey Limited Director • Chief Financial Officer | 10 Dec 2024←4 Months→22 Apr 2025 | Dissolved | |
| Banks Wealth Management Limited Director • Chief Financial Officer | 10 Dec 2024←12 Months→Current | Active | |
| Blacklersnelling Financial Planning Limited Director • Chief Financial Officer | 10 Dec 2024←6 Months→17 Jun 2025 | Dissolved | |
| I2 Retirement & Financial Planning Limited Director • Chief Financial Officer | 10 Dec 2024←12 Months→Current | Active | |
| LWM Consultants Ltd Director • Director | 23 Jul 2024←1 Year 3 Months→21 Oct 2025 | Dissolved | |
| Inshore Independent Financial Advisers Limited Director • Director | 23 Jul 2024←1 Year 4 Months→Current | Active | |
| Windsor Wealth Management Ltd Director • Director | 23 Jul 2024←10 Months→27 May 2025 | Dissolved | |
| AFH JV (Holdings) Limited Director • Director | 9 Jul 2024←1 Year 5 Months→Current | Active | |
| AFH Legal Limited Director • Director | 15 Mar 2024←1 Year 8 Months→Current | Active | |
