| Company | Timeline | Status | |
| KW UK Wealth Planning Holdco Limited Director • Ceo | 10 Oct 2024←1 Year→Current | Active | |
| KW UK Bidco Ltd Director • Ceo | 10 Oct 2024←1 Year→Current | Active | |
| KW UK Investment Management Holdco Limited Director • Ceo | 10 Oct 2024←1 Year→Current | Active | |
| KW UK Financial Holdings Limited Director • Ceo | 10 Oct 2024←1 Year→Current | Active | |
| KW UK Financial Holdings Limited Director • Ceo | 10 Oct 2024←11 Months→1 Oct 2025 | Active | |
| Vincent & Co Financial Ltd Director • Chief Executive | 14 Aug 2024←1 Year 2 Months→Current | Active | |
| Iboss Asset Management Limited Director • Chief Executive | 14 Aug 2024←1 Year 2 Months→Current | Active | |
| Casson Beckman Wealth Management Limited Director • Chief Executive | 14 Aug 2024←1 Year 2 Months→Current | Active | |
| Aim Wealth Holdings Limited Director • Chief Executive | 14 Aug 2024←1 Year 2 Months→Current | Active | |
| Novus Financial Services Limited Director • Chief Executive | 14 Aug 2024←1 Year 2 Months→Current | Active | |
