| Company | Timeline | Status | |
| Future Wealth Management Ltd Director • Director | 23 Jun 2022←3 Years→Current | Active | |
| Synergie Financial Partnerships Limited Director • Financial Adviser | 30 Apr 2019←6 Years→Current | Active | |
| Future Financial Wealth LLP Designated LLP Member • Unreported | 23 Aug 2012←13 Years→Current | Active | |
| R.T.M. Financial Planning Limited Director • Independent Professional Advisor | 25 Aug 2010←15 Years→Current | Active | |
| Synergie Financial Services Limited Director • Financial Adviser | 29 Jan 2009←3 Years→1 Oct 2012 | Active | |
| The Little Brownbox Company Ltd Director • Unreported | 5 Oct 2007←18 Years→Current | Active | |
| Synergie Commercial Limited Director • Unreported | 3 Dec 2003←22 Years→Current | Active | |
Synergie Financial Planning Ltd Director • Financial Consultant | 20 Oct 2003←6 Years→10 May 2010 | Dissolved | |
| Synergie Financial Partnerships Limited Director • Manager | 23 Oct 2002←8 Years→6 Jun 2011 | Active | |
