| Company | Timeline | Status | |
| Capital Planning Partners (Holdings) Ltd Director • Company Director | 23 Jun 2025←5 Months→Current | Active | |
| MJK Financial Planning Limited Director • Company Director | 22 Jan 2025←10 Months→18 Nov 2025 | Dissolved | |
| Carrich Ltd Director • Chartered Financial Planner | 15 Dec 2020←4 Years→Current | Active | |
| Capital Financial Advisors LLP Designated LLP Member • Unreported | 9 Mar 2015←9 Years→21 Jan 2025 | Dissolved | |
