| Company | Timeline | Status | |
| Finitor Wealth Ltd Director • Director | 16 Jun 2025←4 Months→Current | Active | |
| PFM Associates Limited Director • Director | 16 Jun 2025←4 Months→Current | Active | |
| Metis Wealth Ltd Director • Chief Client Officer | 28 Sep 2024←1 Year 1 Month→Current | Active | |
| Argentis Financial Planning Ltd Director • Chief Client Officer | 28 Sep 2024←1 Year 1 Month→Current | Active | |
| Active Financial Partners Limited Director • Chief Client Officer | 28 Sep 2024←1 Year 1 Month→Current | Active | |
| Argentis Wealth Management Ltd Director • Chief Client Officer | 28 Sep 2024←1 Year 1 Month→Current | Active | |
| Helm Godfrey Partners Ltd Director • Chief Client Officer | 28 Sep 2024←1 Year 1 Month→Current | Active | |
| Metis Wealth Ltd Director • Chief Client Officer | 28 Sep 2024←6 Months→3 Apr 2025 | Active | |
| Argentis Financial Planning Ltd Director • Chief Client Officer | 28 Sep 2024←6 Months→3 Apr 2025 | Active | |
| Active Financial Partners Limited Director • Chief Client Officer | 28 Sep 2024←6 Months→3 Apr 2025 | Active | |
