| Company | Timeline | Status | |
| Lifestyle Financial Choices Limited Director • Company Director | 28 Mar 2025←8 Months→Current | Active | |
| Wallis Dolphin Ltd Director • Company Director | 18 Oct 2024←1 Year 1 Month→Current | Active | |
| Whitechurch Financial Planning Limited Director • Company Director | 18 Oct 2024←1 Year 1 Month→Current | Active | |
| Four Oaks Financial Planning Limited Director • Company Director | 8 Aug 2024←1 Year 4 Months→Current | Active | |
| Beaufort Financial Planning (North West) Limited Director • Company Director | 19 Jul 2024←1 Year 4 Months→Current | Active | |
| Finli Buyerco Limited Director • Cfo | 2 May 2024←1 Year 7 Months→Current | Active | |
| Finli Midco Limited Director • Cfo | 2 May 2024←1 Year 7 Months→Current | Active | |
| Finli Group Limited Director • Cf0 | 2 May 2024←1 Year 7 Months→Current | Active | |
| Ian O'Brien Limited Director • Company Director | 1 May 2024←1 Year 7 Months→Current | Active | |
| Hartley Hepworth Financial Planning Limited Director • Company Director | 9 Apr 2024←1 Year 8 Months→Current | Active | |
