| Company | Timeline | Status | |
| Rutland Square Wealth Management Limited Director • Managing Director | 15 Oct 2024←1 Year 2 Months→Current | Active | |
| RSQ Wealth Management Limited Director • Managing Director | 15 Oct 2024←1 Year 2 Months→Current | Active | |
| Balmoral Asset Management Limited Director • Independent Financial Adviser | 4 Feb 1998←25 Years→28 Apr 2023 | Active | |
