| Company | Timeline | Status | |
| Genesis Financial Planning Ltd Director • Director | 11 Jul 2025←4 Months→Current | Active | |
| City Financial Planning (Exeter) Limited Director • Cco | 15 Oct 2024←1 Year 1 Month→Current | Active | |
| City Financial Planning Limited Director • Cco | 15 Oct 2024←1 Year 1 Month→Current | Active | |
| Advanta Risk Ltd Director • Director | 31 Jul 2024←1 Year 4 Months→Current | Active | |
| Penney & Ruddy Holdings Limited Director • Director | 26 Apr 2024←1 Year 7 Months→Current | Active | |
| Penney, Ruddy & Winter Ltd Director • Director | 26 Apr 2024←1 Year 7 Months→Current | Active | |
| SMG Financial Options Limited Director • Director | 17 Nov 2023←1 Year 3 Months→28 Feb 2025 | Liquidation | |
| Advanta Wealth Ltd Director • Director | 2 Sep 2022←3 Years→Current | Active | |
| Advanta Solutions Ltd Director • Director | 3 Mar 2022←3 Years→Current | Active | |
| Advanta Direct Ltd Director • Chief Commercial Officer | 10 Jan 2022←3 Years→Current | Active | |
