| Company | Timeline | Status | |
| SBX Partners LLP Non-designated LLP Member • Unreported | 27 Nov 2024←1 Year→Current | Active | |
| Sportbox Wealth Management Limited Director • Financial Adviser | 5 Jul 2024←1 Year 1 Month→26 Aug 2025 | Dissolved | |
| CBFA Holdings Limited Director • Financial Adviser | 13 Jun 2022←2 Years 9 Months→1 Apr 2025 | Active | |
| Amelia House Partners LLP Designated LLP Member • Unreported | 1 Apr 2018←7 Years→Current | Active | |
| Carpenter Box Limited Director • Financial Adviser | 1 Apr 2018←5 Years→10 Jan 2024 | Active | |
| CB Financial Advisers LLP Designated LLP Member • Unreported | 4 Jan 2018←7 Years→1 Apr 2025 | Active | |
| Bennett Griffin Wealth Management Limited Director • Financial Adviser | 2 Jan 2018←6 Years→30 Jan 2024 | Dissolved | |
| Coole Bevis Wealth Management Limited Director • Financial Adviser | 2 Jan 2018←7 Years→Current | Active | |
