| Company | Timeline | Status | |
| Fleming Financial Limited Director • Group Compliance Director | 9 Sep 2025←4 Months→Current | Active | |
| Fleming Financial Holdings Limited Director • Group Compliance Director | 9 Sep 2025←2 Months→11 Nov 2025 | Active | |
| I Financial Solutions Limited Director • Group Compliance Director | 9 Sep 2025←2 Months→11 Nov 2025 | Active | |
| Ellis Bates Wealth Management Ltd Director • Director | 20 Jun 2025←7 Months→Current | Active | |
| Ellis Bates Financial Solutions Limited Director • Unreported | 20 Jun 2025←7 Months→Current | Active | |
| Harrold Financial Planning Limited Director • Unreported | 5 Jun 2025←7 Months→Current | Active | |
| Shackleton Advisers Limited Director • Unreported | 19 Apr 2024←1 Year 9 Months→Current | Active | |
| Chadwick McLean Limited Director • Group Compliance Director | 19 Apr 2024←1 Year 6 Months→14 Nov 2025 | Active | |
| Bradbury Hamilton Limited Director • Group Compliance Director | 19 Apr 2024←1 Year 6 Months→14 Nov 2025 | Active | |
| Isio Wealth Planning Limited Director • Head Of Group Compliance | 5 Feb 2016←7 Years→8 Sep 2023 | Active | |
