| Company | Timeline | Status | |
| Smart Later Life Ltd Director • Financial Adviser | 14 Nov 2023←1 Year 11 Months→Current | Active | |
| Smart Advice Claims Ltd Director • Equity Release Adviser | 7 Mar 2022←3 Years→Current | Active | |
| Smart Advice Claims Ltd Director • Equity Release Adviser | 7 Mar 2022←2 Years 5 Months→14 Aug 2024 | Active | |
| Smart Independent Financial Advice Ltd Director • Independent Financial Adviser | 2 Mar 2021←4 Years→Current | Active | |
