| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| A TO Z FINANCIAL PLANNING LIMITED | 05714997 | 08/06/2023 | Silver |
| ACCORD FINANCIAL MANAGEMENT LIMITED | 05195534 | 12/10/2023 | Silver |
| AIREDALE PFS LIMITED | 05316639 | 08/06/2023 | Silver |
| ANGLIN ASSOCIATES LIMITED | 09416804 | 29/09/2023 | Silver |
| AYP FINANCIAL PLANNING LIMITED | 05505586 | 31/08/2023 | Bronze |
| CHAMBERS & CO (CHELMSFORD) LIMITED | 07051048 | 20/12/2013 | Amber |
| CLIFTON NASH LIMITED | 06995945 | 11/07/2024 | Gold |
| COPTHORNE FINANCIAL SERVICES LTD | 05921922 | 15/07/2024 | Gold |
| GOLDWYNS WEALTH MANAGEMENT LIMITED | 02418296 | 04/11/2022 | Silver |
| GRANITE COAST LTD | 08303953 | 09/06/2023 | Silver |
| GURWIN LTD | 04785925 | 05/08/2024 | Silver |
| HNH FINANCIAL SERVICES HOLDINGS LIMITED | 06761506 | 14/03/2023 | Bronze |
| INFORMED FINANCIAL ADVICE LIMITED | 06954428 | 30/11/2022 | Silver |
| JAMES ESDAILE LIMITED | 07310836 | 20/05/2024 | Silver |
| JRT WEALTH MANAGEMENT LIMITED | 07887215 | 04/07/2024 | Gold |
| MARLBOROUGH PLACE LTD | NI615168 | 02/05/2023 | Silver |
| MCGECHIE LTD | 08415366 | 15/12/2023 | Silver |
| P BENNETT & ASSOCIATES LIMITED | 08248892 | 21/04/2023 | Bronze |
| PARK LANE INDEPENDENT FINANCIAL ADVISERS LIMITED | 10637562 | 20/12/2023 | Silver |
| PERSPECTIVE (GOULD FINANCIAL PLANNING) LIMITED | 07257829 | 13/03/2023 | Silver |
| PERSPECTIVE (HNH) LIMITED | 06405614 | 14/03/2023 | Silver |
| PLAN 2 RETIRE LIMITED | 11830266 | 01/09/2023 | Silver |
| PRIMERA WEALTH MANAGEMENT LIMITED | 10728499 | 15/11/2023 | Gold |
| PROSPERITY (GB) LIMITED | 05028228 | 28/06/2023 | Gold |
| PROSPERITY (HOLDINGS) LIMITED | 04683147 | 28/06/2023 | Gold |
| QUANTUM PORTFOLIO MANAGEMENT LIMITED | 04606421 | 05/01/2021 | Not Trading |
| RPG FINANCIAL LIMITED | 05245973 | 02/10/2023 | Silver |
| SEARCHLIGHT HOLDINGS LIMITED | 06899737 | 11/02/2022 | Silver |
| SEARCHLIGHT INVESTMENTS LIMITED | 02223188 | 11/02/2022 | Silver |
| STAFFORD & CO. LTD. | 04227200 | 28/02/2022 | Silver |
| STAFFORD FINANCIAL PLANNING LTD | 04682144 | 28/02/2022 | One Red Flag |
| STRATEGIC FINANCIAL PORTFOLIOS LIMITED | 05455497 | 29/09/2023 | Gold |
| TWIFM LIMITED | 06744309 | 22/04/2024 | Silver |
| WHITTINGTON GODDARD ASSOCIATES LTD | 04773193 | 03/06/2024 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BOWMAN FINANCIAL PLANNING LIMITED | 02848374 | 11/06/2021 | 11/06/2021 | Silver |