| Company | Timeline | Status | |
| Wallis Dolphin Ltd Director • Company Director | 18 Oct 2024←1 Year 3 Months→Current | Active | |
| Whitechurch Financial Planning Limited Director • Company Director | 18 Oct 2024←1 Year 3 Months→Current | Active | |
| Four Oaks Financial Planning Limited Director • Company Director | 8 Aug 2024←1 Year 5 Months→Current | Active | |
| Ian O'Brien Limited Director • Unreported | 1 May 2024←1 Year 8 Months→Current | Active | |
| Hartley Hepworth Financial Planning Limited Director • Unreported | 9 Apr 2024←1 Year 9 Months→Current | Active | |
| Beaufort Financial Planning (Three Counties) Ltd Director • Company Director | 4 Apr 2024←1 Year 9 Months→Current | Active | |
| Finli (PDB) Ltd Director • Company Director | 27 Feb 2024←1 Year 11 Months→Current | Active | |
| Finli (Thames Valley) Ltd Director • Company Director | 31 May 2023←2 Years 7 Months→Current | Active | |
| Finli (FLP) Holdings Ltd Director • Director | 8 Feb 2023←2 Years 11 Months→Current | Active | |
| Financial Chambers (North West) Limited Director • Director | 8 Feb 2023←9 Months→28 Nov 2023 | Dissolved | |
