| Company | Timeline | Status | |
| Oakfield Lee Estate Planning Ltd Director • Financial Adviser | 26 Oct 2023←2 Years→Current | Active | |
| 4youth (South West) Director • Financial Adviser | 19 Oct 2022←3 Years→Current | Active | |
| GG-058-737 Limited Director • Financial Adviser | 2 Feb 2022←3 Years→Current | Active | |
| Oakfield Lee Financial Planning Ltd Director • Financial Adviser | 22 Feb 2021←4 Years→Current | Active | |
| Burchell Lee Holdings Limited Director • Independent Financial Advisor | 24 Sep 2018←5 Years→10 Oct 2023 | Dissolved | |
