| Company | Timeline | Status | |
| Ludian Financial Planning Limited Director • Director | 10 Sep 2025←2 Months→Current | Active | |
| Fortura Financial Partners Limited Director • Divisional Director - Acquisition Servic | 15 Jan 2025←10 Months→Current | Active | |
| Lewington Wealth Management Limited Director • Head Of Division - Acquisition Services | 29 Apr 2024←1 Year 7 Months→Current | Active | |
| Ian Cockbain Wealth Management Limited Director • Chartered Accountant | 30 Nov 2023←2 Years→Current | Active | |
| Portbury Wealth Management Limited Director • Unreported | 23 Jan 2023←2 Years 10 Months→Current | Active | |
| Thompson Private Clients Limited Director • Head Of Division - Acquisition Services | 17 Jun 2022←1 Year 6 Months→26 Dec 2023 | Dissolved | |
| Edwards Wealth Ltd Director • Head Of Division - Acquisition Services | 18 May 2022←3 Years→Current | Active | |
| Jeremy Barrett Limited Director • Head Of Division - Acquisition Services | 4 Dec 2020←5 Months→7 May 2021 | Dissolved | |
| Reflect Financial Limited Director • Head Of Division - Acquisition Services | 24 Jul 2020←5 Years→Current | Active | |
| Future Proof Limited Director • Head Of Division - Acquisition Services | 23 Aug 2019←6 Years→Current | Active | |
