| Company | Timeline | Status | |
| Caroline Banks & Associates Limited Director • Unreported | 9 Jan 2026←16 Days→Current | Active | |
| Oculus Wealth Management Limited Director • Unreported | 17 Jun 2025←7 Months→Current | Active | |
| Robertson Baxter Limited Director • Unreported | 17 Jun 2025←7 Months→Current | Active | |
| Jenkins Financial Planning Ltd Director • Unreported | 16 Jun 2025←7 Months→Current | Active | |
| Fusion Wealth Limited Director • Unreported | 29 May 2025←8 Months→Current | Active | |
| Bright Square Pensions Limited Director • Unreported | 10 Apr 2025←9 Months→Current | Active | |
| Evolution Wealth Network Limited Director • Unreported | 10 Apr 2025←9 Months→Current | Active | |
| Best Practice Ifa Group Limited Director • Unreported | 10 Apr 2025←9 Months→Current | Active | |
| Oculus (Holdings) Limited Director • Unreported | 31 Mar 2025←10 Months→Current | Active | |
| Unique Financial Planning Limited Director • Unreported | 3 Mar 2025←10 Months→Current | Active | |
