| Company | Timeline | Status | |
| Advanta Wealth (South West) Holdings Ltd Director • Unreported | 25 Nov 2025←12 Days→Current | Active | |
| Advanta Wealth (South West) Ltd Director • Unreported | 25 Nov 2025←12 Days→Current | Active | |
| Advanta Invest Ltd Director • Director | 8 Aug 2025←4 Months→Current | Active | |
| Penney, Ruddy & Winter Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
| Advanta Wealth Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
| Genesis Financial Planning Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
| Advanta Risk Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
| Penney & Ruddy Holdings Limited Director • Compliance Officer | 22 Jul 2024←1 Year 4 Months→Current | Active | |
