| Company | Timeline | Status | |
| Vincent & Co Financial Ltd Director • Chief Risk Officer | 15 Nov 2024←1 Year→2 Dec 2025 | Dissolved | |
| Casson Beckman Wealth Management Limited Director • Chief Risk Officer | 15 Nov 2024←1 Year→Current | Active | |
| Sterling Trust Professional (Sheffield) Limited Director • Chief Risk Officer | 23 Sep 2024←1 Year 2 Months→Current | Active | |
| Nha Financial Services Limited Director • Chief Risk Officer | 23 Sep 2024←1 Year 2 Months→Current | Active | |
| Sterling Trust Professional (North East) Limited Director • Chief Risk Officer | 23 Sep 2024←1 Year 2 Months→Current | Active | |
| Sterling Trust Professional (York) Limited Director • Chief Risk Officer | 23 Sep 2024←1 Year 2 Months→Current | Active | |
| KW UK Wealth Planning Holdco Limited Director • Chief Risk Officer | 28 Sep 2023←2 Years 2 Months→Current | Active | |
| KW UK Investment Management Holdco Limited Director • Chief Risk Officer | 14 Sep 2023←2 Years 2 Months→Current | Active | |
| KW UK Financial Holdings Limited Director • Chief Risk Officer | 14 Sep 2023←2 Years 2 Months→Current | Active | |
| KW Us Holdings Limited Director • Chief Risk Officer | 14 Sep 2023←1 Year 1 Month→17 Oct 2024 | Active | |
