| Company | Timeline | Status | |
| Ru Financial Advice Limited Director • Independent Financial Adviser | 20 May 2017←5 Months→1 Nov 2017 | Dissolved | |
| CH Trustees Limited Director • Financial Adviser | 7 Dec 2012←4 Years→1 Nov 2017 | Active | |
| Westlake Investment & Financial Planning Services Limited Director • Independent Financial Adviser | 30 Apr 2012←5 Years→1 Nov 2017 | Dissolved | |
| Greenhalgh Financial Services Limited Director • Unreported | 1 Feb 2012←5 Years→1 Nov 2017 | Dissolved | |
| Policy Trustees Limited Director • Financial Advisor | 1 Aug 2007←10 Years→1 Nov 2017 | Active | |
| Channack Ross Limited Director • Financial Adviser | 1 Sep 2006←11 Years→1 Nov 2017 | Active | |
| Shevill Parkes (Financial Services) Limited Director • Unreported | 31 May 2006←11 Years→1 Nov 2017 | Dissolved | |
| Russell Ulyatt Holdings Limited Director • Financial Adviser | 19 May 2006←11 Years→1 Nov 2017 | Active | |
| Russell Ulyatt Financial Services Limited Director • Independent Financial Adviser | 9 Dec 2002←14 Years→1 Nov 2017 | Active | |
| Hart Shaw Financial Planning Limited Director • Director | 3 Feb 1999←18 Years→1 Nov 2017 | Dissolved | |
