| Company | Timeline | Status | |
| Dragon Financial Planning Ltd Director • Director And Company Secretary | 14 Mar 2019←6 Years→Current | Active | |
| Dragon Financial Planning Ltd Director • Director And Company Secretary | 14 Mar 2019←6 Years→25 Mar 2025 | Active | |
| Finance House (Newport) Limited Director • Independent Financial Adviser | 4 Feb 2019←6 Years→Current | Active | |
Prism Ifa Limited Director • Director | 31 Mar 2015←5 Years→6 Oct 2020 | Dissolved | |
Prism Direct Limited Director • Director | 19 Mar 2014←1 Year 5 Months→8 Sep 2015 | Dissolved | |
Prism Wealth Solutions Limited Director • Financial Adviser | 22 Jun 2012←3 Years→8 Sep 2015 | Dissolved | |
| Prism Independent Financial Advisers Limited Director • Financial Adviser | 12 Nov 2001←23 Years→Current | Liquidation | |
