| Company | Timeline | Status | |
| Britton Associates Wealth Management Ltd Director • Financial Adviser | 21 Oct 2024←11 Months→16 Sep 2025 | Dissolved | |
| Crewkerne In Business Cic Director • Financial Adviser | 15 Jul 2022←1 Year 9 Months→19 Apr 2024 | Active | |
| Somerset Estate Planning Limited Director • Director | 3 Mar 2021←4 Years→Current | Active | |
| Ballantine Wealth Management Limited Director • Director | 22 Jun 2018←7 Years→Current | Active | |
