| Company | Timeline | Status | |
| Oculus Wealth Management (Surrey) Limited Director • Accountant | 30 Jun 2025←5 Months→Current | Active | |
| Navigate Capital Management Limited Director • Accountant | 30 Jun 2025←5 Months→Current | Active | |
| Johnston Carmichael Wealth Limited Director • Accountant | 14 Apr 2025←7 Months→Current | Active | |
| Rockhold Holdco Limited Director • Accountant | 31 Mar 2025←8 Months→Current | Active | |
| Lync Wealth Holdco Limited Director • Accountant | 31 Mar 2025←8 Months→Current | Active | |
| Rockhold Asset Management Limited Director • Unreported | 31 Mar 2025←8 Months→Current | Active | |
| LWM Ar Limited Director • Cfo | 29 Oct 2024←5 Months→17 Apr 2025 | Active | |
| Stone Bidco Limited Director • Accountant | 21 Oct 2024←1 Year 1 Month→Current | Active | |
| LWM Ar Holdco Limited Director • Accountant | 3 Oct 2024←6 Months→17 Apr 2025 | Active | |
| Wealth Services Holdco Limited Director • Accountant | 26 Jul 2024←1 Year 4 Months→Current | Active | |
