| Company | Timeline | Status | |
| Advanta Wealth (South West) Ltd Director • Unreported | 25 Nov 2025←1 Month→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 Direct Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
| Advanta Risk Ltd Director • Unreported | 28 Feb 2025←10 Months→Current | Active | |
