| Company | Timeline | Status | |
| Carnelian Capital Management Limited Director • Director | 11 Feb 2025←2 Months→30 Apr 2025 | Liquidation | |
| IWP Hunter Hammond Limited Director • Director | 17 Jan 2025←3 Months→30 Apr 2025 | Liquidation | |
| AWM-Ifa Ltd Director • Director | 28 Aug 2024←8 Months→30 Apr 2025 | Active | |
| Professional Wealth Management Investment Services Limited Director • Director | 28 Aug 2024←8 Months→30 Apr 2025 | Liquidation | |
| Professional Wealth Management (Yorkshire) Limited Director • Director | 28 Aug 2024←8 Months→30 Apr 2025 | Liquidation | |
| Professional Wealth Management Limited Director • Director | 28 Aug 2024←8 Months→30 Apr 2025 | Active | |
| Holmes Investments Limited Director • Director | 1 Aug 2024←9 Months→30 Apr 2025 | Active | |
| Moss And Roberts (Wealth Management) Ltd Director • Director | 26 Jul 2024←9 Months→30 Apr 2025 | Active | |
| Throgmorton Wealth Management Limited Director • Director | 26 Jul 2024←9 Months→30 Apr 2025 | Active | |
| Rixon Matthews Appleyard (Financial Services) Limited Director • Director | 26 Jul 2024←9 Months→30 Apr 2025 | Active | |
