| Company | Timeline | Status | |
| A To Z Financial Planning Limited Director • Director | 8 Jun 2023←1 Year 2 Months→16 Aug 2024 | Active | |
| Marlborough Place Ltd Director • Director | 2 May 2023←2 Years 7 Months→Current | Active | |
| Perspective (Gould Financial Planning) Limited Director • Company Director | 13 Mar 2023←2 Years 9 Months→Current | Active | |
| Goldwyns Wealth Management Limited Director • Director | 4 Nov 2022←3 Years→Current | Active | |
| Ramsey Financial (Cambs) Limited Director • Director | 19 Apr 2022←3 Years→Current | Active | |
| Beanland Financial Services Limited Director • Director | 31 Jan 2022←3 Years→Current | Active | |
| St Lawrence Investment & Pension Solutions Limited Director • Director | 19 Nov 2021←4 Years→Current | Active | |
| Prolific Financial Services Limited Director • Company Director | 25 Jun 2021←4 Years→Current | Active | |
| Prolific Financial Holdings Limited Director • Company Director | 25 Jun 2021←3 Years→16 Aug 2024 | Active | |
| Prolific Group Limited Director • Company Director | 25 Jun 2021←3 Years→16 Aug 2024 | Active | |
