| Company | Timeline | Status | |
| Policy Trustees Limited Director • Financial Advisor | 1 Aug 2007←4 Years→1 Feb 2012 | Active | |
| Channack Ross Limited Director • Financial Adviser | 1 Sep 2006←5 Years→1 Feb 2012 | Active | |
| Shevill Parkes (Financial Services) Limited Director • Unreported | 31 May 2006←5 Years→1 Feb 2012 | Dissolved | |
| Russell Ulyatt Holdings Limited Director • Financial Adviser | 19 May 2006←5 Years→1 Feb 2012 | Active | |
| Greenhalgh Financial Services Limited Director • Unreported | 26 Apr 2001←10 Years→1 Feb 2012 | Dissolved | |
| Russell Ulyatt Financial Services Limited Director • Independent Financial Adviser | 1 Aug 1999←12 Years→1 Feb 2012 | Active | |
