| Company | Timeline | Status | |
| Morrison Personalised Wealth Management Ltd Director • Financial Advisor | 31 Oct 2023←2 Years 1 Month→Current | Active | |
| The Calton Holding Group Ltd Director • Chief Executive Officer | 5 May 2022←3 Years→Current | Active | |
| Gameplan Wealth Management Ltd Director • Company Director | 10 Mar 2021←4 Years→Current | Active | |
| Behavioural Wealth Ltd Director • Director | 30 Dec 2020←1 Year 1 Month→1 Feb 2022 | Dissolved | |
| Calton Wealth Management Ltd Director • Chief Executive Officer | 28 Aug 2020←5 Years→Current | Active | |
