| Company | Timeline | Status | |
| HFS Milbourne Financial Services Limited Director • Business Executive | 13 Aug 2021←2 Years 7 Months→31 Mar 2024 | Active | |
| Evelyn Partners Group Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| Index Fund Advisors Ltd Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Liquidation | |
| Evelyn Partners Asset Management Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| Tilney Asset Management Services Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Liquidation | |
| Evelyn Partners Investment Management Services Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| Evelyn Partners Discretionary Investment Management Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| HW Financial Services Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| Evelyn Partners Securities Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Active | |
| Bestinvest (Consultants) Limited Director • Business Executive | 1 Sep 2020←3 Years→31 Mar 2024 | Liquidation | |
