| Company | Timeline | Status | |
| SP Wealth Planning Limited Director • Director | 11 Nov 2025←1 Month→Current | Active | |
| Midlands Wealth Management Limited Director • Financial Adviser | 16 May 2024←1 Year 6 Months→25 Nov 2025 | Dissolved | |
| Penney Financial Partners Ltd Director • Financial Adviser | 10 Mar 2023←2 Years 8 Months→25 Nov 2025 | Dissolved | |
