| Company | Timeline | Status | |
| Loch Fyne Financial Management Limited Director • Financial Planner  | 31 May 2021←4 Years→Current  | Active  | |
| Medical And Dental Financial Planners Ltd Director • Financial Planner  | 23 Nov 2020←4 Years→Current  | Active  | |
| Forty Two Financial Planning Limited Director • Financial Planner  | 4 Aug 2017←8 Years→Current  | Active  | |
| The Financial Planning Group Limited Director • Financial Planner  | 23 Mar 2017←8 Years→Current  | Active  | |
| Duckworth Alexander Ltd Director • Financial Planner  | 1 Jul 2016←6 Years→4 Oct 2022  | Dissolved  | |
| Acumen Financial Planning Limited Director • Financial Planner  | 12 Dec 2014←10 Years→Current  | Active  | |
