| Company | Timeline | Status | |
| HFS Milbourne Financial Services Limited Director • Chartered Accountant | 13 Aug 2021←1 Month→1 Oct 2021 | Active | |
| Index Fund Advisors Ltd Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Liquidation | |
| Evelyn Partners Asset Management Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
| Tilney Asset Management Services Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Liquidation | |
| Evelyn Partners Investment Management Services Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
| Evelyn Partners Discretionary Investment Management Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
| HW Financial Services Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
| Evelyn Partners Securities Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
| Bestinvest (Consultants) Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Liquidation | |
| Tilney Discretionary Portfolio Management Limited Director • Chartered Accountant | 3 Dec 2020←10 Months→1 Oct 2021 | Active | |
