| Company | Timeline | Status | |
| Aviva Wrap UK Limited Director • Director | 2 Apr 2024←1 Year 6 Months→Current | Active | |
| Succession Employee Benefit Solutions Limited Director • Director | 27 Sep 2022←3 Years→Current | Active | |
| Succession Group Ltd Director • Director | 27 Sep 2022←3 Years→Current | Active | |
| Succession Wealth Management Limited Director • Director | 27 Sep 2022←3 Years→Current | Active | |
| Succession Financial Management Limited Director • Director | 27 Sep 2022←3 Years→Current | Active | |
| Aviva Investment Solutions UK Limited Director • None | 7 May 2021←4 Years→Current | Active | |
| Aviva Trustees UK Limited Director • None | 4 Dec 2020←4 Years→Current | Active | |
| Wealthify Limited Director • Director | 30 Nov 2020←4 Years→Current | Active | |
| Wealthify Group Limited Director • Director | 30 Nov 2020←4 Years→Current | Active | |
| Aviva Pension Trustees UK Limited Director • None | 28 Jul 2020←5 Years→Current | Active | |
