| Company | Timeline | Status | |
| The Worry Wizard Limited Director • Non Executive Direcor | 24 Jul 2025←4 Months→Current | Active | |
| Clear Cut Financial Planning Limited Director • Non-executive Director | 3 Feb 2025←10 Months→Current | Active | |
| Nextgen Planners Limited Director • Non-executive Director | 23 Jan 2025←10 Months→Current | Active | |
| Institute For Financial Wellbeing Limited Director • Director | 27 Mar 2023←2 Years 5 Months→9 Sep 2025 | Active | |
| Nextgen Mediaworks Ltd Director • Director | 9 Mar 2022←3 Years→Current | Active | |
| The Financial Coaching Panel Ltd Director • Director | 1 Dec 2020←2 Years 1 Month→3 Jan 2023 | Dissolved | |
| Nextgen Planners Limited Director • Director | 15 Nov 2017←7 Years→23 Jan 2025 | Active | |
| The Personal Finance Society Director • Head Of Operational Compliance | 14 Sep 2016←4 Years→25 Apr 2021 | Active | |
| Sense Support Limited Director • Director | 1 Jan 2012←5 Years→31 Dec 2016 | Active | |
| Eqi Consultancy Limited Director • Director | 1 Dec 2009←1 Year 8 Months→1 Aug 2011 | Active | |
