| Company | Timeline | Status | |
| Advanta Wealth (South West) Ltd Director • Unreported | 25 Nov 2025←12 Days→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 Direct Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
| Advanta Risk Ltd Director • Director | 28 Feb 2025←9 Months→Current | Active | |
