| Company | Timeline | Status | |
| Evelyn Partners Investment Management LLP Designated LLP Member • Unreported | 31 Mar 2025←3 Months→28 Jul 2025 | Active | |
| S&W Partners Holdings Limited Director • Company Director | 2 Dec 2024←3 Months→31 Mar 2025 | Active | |
| S&W Partners Services Limited Director • Company Director | 2 Dec 2024←3 Months→31 Mar 2025 | Active | |
| S&W Partners Group Limited Director • Company Director | 30 Jul 2024←8 Months→31 Mar 2025 | Active | |
| Evelyn Partners Group Limited Director • Company Director | 2 Aug 2021←4 Years→Current | Active | |
| Evelyn Partners Asset Management Limited Director • Company Director | 2 Aug 2021←4 Years→Current | Active | |
| Evelyn Partners Financial Services Limited Director • Unreported | 2 Aug 2021←4 Years→Current | Active | |
| Evelyn Partners Investment Management Services Limited Director • Company Director | 2 Aug 2021←4 Years→Current | Active | |
| Evelyn Partners Discretionary Investment Management Limited Director • Company Director | 2 Aug 2021←4 Years→Current | Active | |
| HW Financial Services Limited Director • Company Director | 2 Aug 2021←4 Years→Current | Active | |
