| Company | Timeline | Status | |
| Suitably Ltd Director • Financial Adviser | 29 May 2023←2 Years 5 Months→Current | Active | |
| Masterplan Wealth Holdings Ltd Director • Financial Adviser | 19 Apr 2023←2 Years 6 Months→Current | Active | |
| Masterplan Financial Ltd Director • Director | 1 Feb 2023←2 Years 9 Months→Current | Active | |
| Young & Co Wealth Managment Ltd Director • Financial Services | 13 Apr 2016←9 Years→Current | Active | |
| Demontfort Capital Value Share Scheme 1 LLP Designated LLP Member • Unreported | 1 Mar 2016←5 Years→27 Jul 2021 | Dissolved | |
Future Planning Solutions LLP Designated LLP Member • Unreported | 13 Feb 2015←2 Years→14 Feb 2017 | Dissolved | |
Generational Planning Ltd Director • Director | 18 Dec 2013←5 Years→28 Nov 2019 | Dissolved | |
