| Company | Timeline | Status | |
| Ludian Financial Planning Limited Secretary • Unreported | 10 Sep 2025←2 Months→Current | Active | |
| Ian Cockbain Wealth Management Limited Secretary • Unreported | 30 Nov 2023←2 Years→Current | Active | |
| Fortura Financial Partners Limited Secretary • Unreported | 26 Aug 2022←3 Years→Current | Active | |
| Thompson Private Clients Limited Secretary • Unreported | 17 Jun 2022←1 Year 6 Months→26 Dec 2023 | Dissolved | |
| Edwards Wealth Ltd Secretary • Unreported | 18 May 2022←3 Years→Current | Active | |
| Richard Barnes Wealth Management Ltd Secretary • Unreported | 4 Mar 2021←2 Years 5 Months→15 Aug 2023 | Dissolved | |
| Lewington Wealth Management Limited Secretary • Unreported | 4 Jan 2021←4 Years→Current | Active | |
| Jeremy Barrett Limited Secretary • Unreported | 4 Dec 2020←5 Months→7 May 2021 | Dissolved | |
| SJP Legacy Holdings Ltd Secretary • Unreported | 30 Apr 2020←5 Years→Current | Active | |
| Virtue Money Limited Secretary • Unreported | 30 Apr 2020←5 Years→Current | Active | |
