| Company | Timeline | Status | |
| David Roberts Financial Planning Ltd Director • Financial Adviser | 4 Oct 2013←7 Years→16 Mar 2021 | Dissolved | |
| South West Financial Planning Limited Secretary • Unreported | 13 Jul 2006←12 Years→20 Mar 2019 | Dissolved | |
| South West Financial Planning Limited Director • Financial Adviser | 23 Nov 2001←17 Years→20 Mar 2019 | Dissolved | |
