| Company | Timeline | Status | |
| Loch Fyne Financial Management Limited Director • Director | 18 Jul 2022←3 Years→Current | Active | |
| Acumen Employee Benefits Limited Director • Financial Planner | 31 May 2019←6 Years→Current | Active | |
| Forty Two Financial Planning Limited Director • Unreported | 31 May 2019←6 Years→Current | Active | |
| Medical And Dental Financial Planners Ltd Director • Unreported | 12 Jul 2018←7 Years→Current | Active | |
| The Financial Planning Group Limited Director • Financial Planner | 23 Mar 2017←8 Years→Current | Active | |
| Acumen Holdings (Aberdeen) Limited Director • Financial Planner | 20 Mar 2017←29 Days→18 Apr 2017 | 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 | |
