| Company | Timeline | Status | |
| Strategic Asset Managers Limited Director • Financial Adviser | 1 Jul 2018←3 Years→29 Mar 2022 | Active | |
| Sam Wealth LLP Designated LLP Member • Unreported | 28 Nov 2012←12 Years→Current | Active | |
| Intelligent Portfolios Limited Director • Chartered Financial Planner | 1 Oct 2012←28 Days→29 Oct 2012 | Dissolved | |
| Intelligent Capital Group Limited Director • Chartered Financial Planner | 30 Sep 2011←1 Year 1 Month→29 Oct 2012 | Active | |
| Intelligent Wealth Management Ltd Director • Financial Consultant | 31 Jan 2011←1 Year 9 Months→29 Oct 2012 | Dissolved | |
| Intelligent Capital Ltd Director • Director | 27 Jun 2007←5 Years→29 Oct 2012 | Active | |
| Ravenstone Financial Management Ltd Director • Financial Adviser | 12 Sep 2000←1 Month→30 Oct 2000 | Active | |
