| Company | Timeline | Status | |
| Cantab Asset Management Limited Director • Ceo | 1 Oct 2024←1 Year 2 Months→Current | Active | |
| Intelligent Capital Holdings Limited Director • Chief Executive | 8 Apr 2024←1 Year 8 Months→Current | Active | |
| First Financial Consulting Ltd Director • Chief Executive | 8 Apr 2024←1 Year 3 Months→5 Aug 2025 | Dissolved | |
| Intelligent Capital Group Limited Director • Chief Executive | 8 Apr 2024←1 Year 8 Months→Current | Active | |
| Intelligent Capital Ltd Director • Chief Executive | 8 Apr 2024←1 Year 8 Months→Current | Active | |
| Focus Financial Management (Scotland) Limited Director • Chief Executive | 8 Apr 2024←11 Months→18 Mar 2025 | Dissolved | |
| CG Wealth Planning Limited Director • Chief Executive | 1 Apr 2024←1 Year 8 Months→Current | Active | |
| Punter Southall Wealth Limited Director • Unreported | 31 May 2022←3 Years→2 Dec 2025 | Active | |
| Adam & Company Investment Management Limited Director • Ceo | 1 Oct 2021←4 Years→Current | Active | |
| CG Wealth Planning Limited Director • Director | 5 Sep 2019←2 Years 4 Months→24 Jan 2022 | Active | |
