| succession group ltd | £63.8m | £215.1m | Mar 2019 | - | Open | Director |
| succession wealth management limited | £60.2m | £179.8m | Mar 2019 | - | Open | Director |
| hka (f s) limited | £43.7m | £32.9m | Oct 2022 | - | Open | Director |
| succession employee benefit solutions limited | £3.5m | £5.1m | Mar 2019 | - | Open | Director |
| pannells financial planning ltd | £928.4k | £4.8m | Oct 2022 | - | Open | Director |
| succession financial management limited | £3.1m | £4.4m | Mar 2019 | - | Open | Director |
| jcf financial services limited | £822.3k | £4m | Nov 2022 | - | Open | Director |
| g & e wealth management limited | £1.7m | £3.9m | Oct 2022 | - | Open | Director |
| hka holdings limited | - | £3.8m | Oct 2022 | - | Open | Director |
| dfp health & wealth management limited | £2.4m | £3.1m | Feb 2024 | - | Open | Director |
| the oxford advisory partnership limited | £812.5k | £1.9m | Oct 2022 | - | Open | Director |
| mackenzie investment strategies ltd. | - | £1.8m | Jan 2020 | - | Open | Director |
| g&e wealth management (holdings) ltd | £1m | £1.3m | Oct 2022 | - | Open | Director |
| bankhouse financial management limited | £647.9k | £940.2k | Oct 2022 | - | Open | Director |
| g & e private wealth limited | £845.2k | £867.5k | Oct 2022 | - | Open | Director |
| investors planning associates limited | - | £697.3k | Jan 2020 | - | Open | Director |
| spence and spence (scotland) limited | £469.4k | £383.7k | Jul 2023 | - | Open | Director |
| dfp wealth management ltd | £217.2k | £263.8k | Feb 2024 | - | Open | Director |
| oaklea wealth management ltd | £221k | £213.9k | Oct 2022 | - | Open | Director |
| a p associates financial services limited | £44.3k | £27.3k | Oct 2022 | - | Open | Director |
| succession holdings jersey limited | £73.7m | - | Apr 2019 | - | Open | Director |
