| Company | Timeline | Status | |
| Oculus Wealth Management Limited Director • Financial Controller | 17 Jun 2025←4 Months→Current | Active | |
| Robertson Baxter Limited Director • Financial Controller | 17 Jun 2025←4 Months→Current | Active | |
| Jenkins Financial Planning Ltd Director • Financial Controller | 16 Jun 2025←4 Months→Current | Active | |
| Fusion Wealth Limited Director • Financial Controller | 29 May 2025←4 Months→Current | Active | |
| Bright Square Pensions Limited Director • Financial Controller | 10 Apr 2025←6 Months→Current | Active | |
| Evolution Wealth Network Limited Director • Financial Controller | 10 Apr 2025←6 Months→Current | Active | |
| Best Practice Ifa Group Limited Director • Financial Controller | 10 Apr 2025←6 Months→Current | Active | |
| Oculus (Holdings) Limited Director • Financial Controller | 31 Mar 2025←6 Months→Current | Active | |
| Unique Financial Planning Limited Director • Financial Controller | 3 Mar 2025←7 Months→Current | Active | |
| Cusack Financial Management Limited Director • Financial Controller | 3 Mar 2025←7 Months→Current | Active | |
