| Company | Timeline | Status | |
| Ascot Lloyd Financial Planning Limited Director • Unreported | 9 Mar 2021←6 Months→30 Sep 2021 | Active | |
| ABRDN Financial Planning Limited Director • Company Director | 26 Feb 2021←7 Months→30 Sep 2021 | Dissolved | |
| Fraser Heath Financial Management Limited Director • Company Director | 10 Dec 2020←9 Months→30 Sep 2021 | Dissolved | |
| Aberdeen Portfolio Solutions Limited Director • Company Director | 26 Nov 2020←10 Months→30 Sep 2021 | Active | |
| Baigrie Davies Holdings Limited Director • Company Director | 30 Oct 2020←10 Months→14 Sep 2021 | Dissolved | |
| Serin Wealth Limited Director • Company Director | 30 Oct 2020←10 Months→14 Sep 2021 | Dissolved | |
| Jones Sheridan Financial Consulting Limited Director • Company Director | 30 Oct 2020←11 Months→30 Sep 2021 | Dissolved | |
| Pace Mortgage Solutions Ltd Director • Company Director | 30 Oct 2020←11 Months→30 Sep 2021 | Dissolved | |
| Parnell Fisher Child Holdings Limited Director • Company Director | 30 Oct 2020←11 Months→30 Sep 2021 | Dissolved | |
| Jones Sheridan Holdings Limited Director • Company Director | 30 Oct 2020←11 Months→30 Sep 2021 | Dissolved | |
