| Company | Timeline | Status | |
| Newman Cozens Holdings Limited Director • Financial Adviser | 24 Jan 2022←3 Years→Current | Active | |
| Newman Cozens Limited Director • Financial Adviser | 24 Jan 2022←3 Years→Current | Active | |
| Cloverleaf Financial Planning Limited Director • Financial Adviser | 21 Nov 2019←2 Years 2 Months→1 Feb 2022 | Dissolved | |
| Lynne Ball Limited Director • Financial Advisor | 23 Jan 2014←11 Years→Current | Active | |
