| Company | Timeline | Status | |
| CBF Wealth Management Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| CFSL Management Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Eos Wealth Management Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Close Portfolio Management Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Trinitybridge Fund Management Limited Director • Unreported | 10 Jun 2025←6 Months→Current | Active | |
| Cbam Investments Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Cavanagh Financial Management Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Trinitybridge Limited Director • Company Director | 10 Jun 2025←6 Months→Current | Active | |
| Trinitybridge (3) Limited Director • General Counsel | 28 Mar 2025←8 Months→Current | Active | |
| Trinitybridge (2) Limited Director • General Counsel | 28 Mar 2025←8 Months→Current | Active | |
