| Company | Timeline | Status | |
| Oculus Wealth Management (North Dorset) Limited Director • Company Director | 1 Sep 2025←3 Months→Current | Liquidation | |
| Oculus Wealth Management Limited Director • Company Director | 17 Jun 2025←5 Months→Current | Active | |
| Jenkins Financial Planning Ltd Director • Director | 16 Jun 2025←5 Months→Current | Active | |
| Champain Financial Services Limited Director • Company Director | 5 Mar 2025←9 Months→Current | Liquidation | |
| Retirement Planning Partnership Ltd Director • Company Director | 5 Mar 2025←9 Months→Current | Liquidation | |
| Cusack Financial Management Limited Director • Director | 3 Mar 2025←9 Months→Current | Active | |
| Advison Limited Director • Company Director | 20 Nov 2024←1 Year→Current | Liquidation | |
| Wealth Planning Limited Director • Company Director | 18 Nov 2024←1 Year→Current | Liquidation | |
| Mark Cardy Consultancy Ltd Director • Company Director | 18 Nov 2024←1 Year→Current | Active | |
| Kingston Bishop Limited Director • Company Director | 18 Nov 2024←1 Year→Current | Active | |
