| Company | Timeline | Status | |
| Visionquest Advisers Limited Director • Financial Adviser | 14 Oct 2022←3 Years→Current | Active | |
| Laura Emily Limited Director • Financial Advisor | 12 Oct 2022←3 Years→Current | Active | |
| Fulcrum Global Group Limited Director • Director | 11 Dec 2019←2 Years 11 Months→29 Nov 2022 | Active | |
| Fulcrum Private Clients Limited Director • Wealth Management | 28 Nov 2019←3 Years→29 Nov 2022 | Active | |
| The Fulcrum Partnership LLP Designated LLP Member • Unreported | 9 Sep 2019←1 Year 6 Months→30 Mar 2021 | Dissolved | |
| Emileon Limited Director • Ifa | 2 Aug 2018←7 Years→Current | Active | |
