| Company | Timeline | Status | |
| Union Financial Planning Ltd Director • Company Director | 13 Jan 2023←2 Years 9 Months→Current | Active | |
| Union Estate Planning Ltd Director • Company Director | 13 Jan 2023←2 Years 9 Months→Current | Active | |
| Union Financial Planning Ltd Director • Company Director | 13 Jan 2023←2 Years 8 Months→15 Sep 2025 | Active | |
| Union Estate Planning Ltd Director • Company Director | 13 Jan 2023←2 Years 8 Months→17 Sep 2025 | Active | |
| Beaufort Financial Planning (Worcester) Ltd Director • Accountant | 16 Mar 2018←4 Years→3 Jan 2023 | Dissolved | |
