| Company | Timeline | Status | |
| Investacc Group Limited Director • Chief Financial Officer | 1 Apr 2025←7 Months→Current | Active | |
| Vincent & Co Financial Ltd Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Casson Beckman Wealth Management Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Aim Wealth Holdings Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Allotts Financial Services Ltd Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Money Matters (North East) Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| JCH Investment Management Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Employee Benefit Solutions Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Barry Fleming And Partners (Tax, Trusts And Investment Planning) Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
| Strategic Asset Managers Limited Director • Cfo | 4 Dec 2024←11 Months→Current | Active | |
