| Company | Timeline | Status | |
| Advanta Wealth (South West) Holdings Ltd Director • Unreported | 25 Nov 2025←1 Month→Current | Active | |
| Advanta Wealth (South West) Ltd Director • Unreported | 25 Nov 2025←1 Month→Current | Active | |
| Advanta Invest Ltd Director • Director | 8 Aug 2025←5 Months→Current | Active | |
| Penney, Ruddy & Winter Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
| Advanta Wealth Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
| Genesis Financial Planning Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
| Advanta Risk Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
| Penney & Ruddy Holdings Limited Director • Unreported | 22 Jul 2024←1 Year 6 Months→Current | Active | |
