| Company | Timeline | Status | |
| Verus Trustee Company Limited Director • Chartered Financial Planner | 31 Mar 2023←2 Years 7 Months→Current | Active | |
| Aab Wealth Limited Director • Chartered Financial Planner | 1 Nov 2010←3 Years→9 Oct 2014 | Active | |
| The Insights Group Limited Director • Chartered Financial Planner | 29 Oct 2009←16 Years→Current | Active | |
| The Personal Finance Society Director • Ifa | 1 Nov 2006←4 Years→7 Sep 2011 | Active | |
| Verus Financial Planning Limited Director • Unreported | 21 Mar 2005←20 Years→Current | Active | |
