| Company | Timeline | Status | |
| Mast Year Limited Director • Company Director | 22 Mar 2021←2 Years 10 Months→13 Feb 2024 | Dissolved | |
| Method Asset Management Limited Director • Financial Adviser | 30 Jun 2020←5 Years→Current | Active | |
| Clarion Investment Management Limited Director • Financial Adviser | 14 Nov 2017←2 Years 3 Months→29 Feb 2020 | Active | |
| Clarion Wealth Planning Limited Director • Financial Adviser | 14 Nov 2017←2 Years 3 Months→29 Feb 2020 | Active | |
| Lasenby Knox Limited Director • Managing Director | 2 Sep 2014←2 Years 1 Month→15 Oct 2016 | Active | |
| Major Oak Capital Limited Director • Financial Adviser | 20 Sep 2013←12 Years→Current | Active | |
| Forbes Watson Financial Planning Limited Director • Financial Adviser | 22 May 2013←1 Year 2 Months→12 Aug 2014 | Dissolved | |
| Rotherham Taylor Wealth Management Ltd Director • Company Director | 22 May 2013←1 Year 2 Months→12 Aug 2014 | Dissolved | |
| M S C Financial Planning Ltd Director • Financial Adviser | 22 May 2013←1 Year 2 Months→11 Aug 2014 | Dissolved | |
| Wilds Financial Planning Limited Director • Financial Adviser | 22 May 2013←1 Year 2 Months→12 Aug 2014 | Dissolved | |
