| Company | Timeline | Status | |
| W Wealth Management Ltd Director • Company Director | 22 Jan 2025←9 Months→Current | Active | |
| CW Advice Ltd Director • Director | 31 Jul 2020←5 Years→Current | Active | |
| CW Holdings Ltd Director • Company Director | 30 Jul 2020←5 Years→Current | Active | |
| Oakheart Southern Limited Director • Financial Adviser | 11 Jul 2018←3 Years→26 Oct 2021 | Dissolved | |
