| Company | Timeline | Status | |
| Lockings Informed Financial Planning Ltd Director • Chartered Financial Planner | 30 Sep 2017←4 Years→8 Mar 2022 | Dissolved | |
| Bridge McFarland Informed Financial Planning Limited Director • Chartered Financial Planner | 23 Jun 2016←5 Years→12 Oct 2021 | Dissolved | |
| North Doorway Limited Director • Chartered Financial Planner | 13 Jan 2016←9 Years→Current | Active | |
| The Informed Partnership Limited Director • Chartered Financial Planner | 7 May 2015←10 Years→Current | Active | |
| Waterside Park Limited Director • Chartered Financial Planner | 17 Oct 2009←16 Years→Current | Active | |
| The Informed Partnership Limited Director • Ifa | 24 Sep 2009←4 Years→28 Jul 2014 | Active | |
| Ethical Investments Limited Director • Chartered Financial Planner | 10 Jul 2007←1 Year 3 Months→7 Oct 2008 | Active | |
| Ethical Investments Limited Secretary • Chartered Financial Planner | 10 Jul 2007←1 Year 3 Months→7 Oct 2008 | Active | |
Informed Financial Holdings Limited Director • Ifa | 4 Apr 2007←10 Years→7 Nov 2017 | Dissolved | |
Informed Financial Holdings Limited Secretary • Unreported | 4 Apr 2007←1 Year 1 Month→25 May 2008 | Dissolved | |
