| Company | Timeline | Status | |
| Ascot Lloyd Administration Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Morgan Holdings Investment Solutions Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Ascot Lloyd Asset Management Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Optimum Platform Services Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Ethos Investment Solutions (Holdings) Ltd Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Galea Advisers Ltd Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| CPL Topco Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| CPL Bidco Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Regency House Wealth Management Group Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
| Cowgills Wealth Limited Director • Finance Director | 12 May 2025←6 Months→Current | Active | |
