| Company | Timeline | Status | |
| Cantab Asset Management Limited Director • Non Executive Director | 1 Oct 2024←1 Year 2 Months→Current | Active | |
| Intelligent Capital Ltd Director • Director | 8 Apr 2024←1 Year 8 Months→Current | Active | |
| Punter Southall Wealth Limited Director • Unreported | 31 May 2022←3 Years→2 Dec 2025 | Active | |
| Adam & Company Investment Management Limited Director • Non-executive Director | 31 Jan 2022←3 Years→Current | Active | |
| CG Wealth Planning Limited Director • Non-executive Director | 5 Dec 2019←6 Years→Current | Active | |
| CG McCarthy Taylor Limited Director • Non-executive Director | 8 Apr 2019←1 Year 12 Months→6 Apr 2021 | Dissolved | |
| Canaccord Genuity Asset Management Limited Director • Non Executive Director | 1 Nov 2017←8 Years→Current | Active | |
| Canaccord Genuity Wealth Group Limited Director • Non Executive Director | 1 Jan 2014←11 Years→Current | Active | |
| Canaccord Genuity Wealth Limited Director • Non Executive Director | 1 Jan 2014←11 Years→Current | Active | |
| Canaccord Genuity Financial Planning Limited Director • Unreported | 1 Jan 2014←11 Years→2 Dec 2025 | Active | |
