| Company | Timeline | Status | |
| Sterling Partnership Limited Director • Unreported | 4 Dec 2025←1 Month→Current | Active | |
| Lifestyle Financial Choices Limited Director • Company Director | 28 Mar 2025←9 Months→Current | Active | |
| Wallis Dolphin Ltd Director • Company Director | 18 Oct 2024←1 Year 3 Months→Current | Active | |
| Whitechurch Financial Planning Limited Director • Company Director | 18 Oct 2024←1 Year 3 Months→Current | Active | |
| Four Oaks Financial Planning Limited Director • Company Director | 8 Aug 2024←1 Year 5 Months→Current | Active | |
| Beaufort Financial Planning (North West) Limited Director • Company Director | 19 Jul 2024←1 Year 6 Months→Current | Active | |
| Finli Buyerco Limited Director • Unreported | 2 May 2024←1 Year 8 Months→Current | Active | |
| Finli Midco Limited Director • Unreported | 2 May 2024←1 Year 8 Months→Current | Active | |
| Finli Group Limited Director • Unreported | 2 May 2024←1 Year 8 Months→Current | Active | |
| Ian O'Brien Limited Director • Unreported | 1 May 2024←1 Year 8 Months→Current | Active | |
