| Company | Timeline | Status | |
| Trails Financial Ltd Director • Operations Director | 10 May 2023←2 Years 5 Months→Current | Active | |
| Tandem Financial Planning Ltd Director • Director | 12 Oct 2015←10 Years→Current | Active | |
| Tandem Financial Ltd Director • Director | 15 Sep 2015←10 Years→Current | Active | |
| Wealth Matters Financial Planning LLP Non-designated LLP Member • Unreported | 26 Oct 2012←3 Years→27 May 2016 | Active | |
