| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| A.S.GREEN & CO (FINANCIAL ADVISERS) LIMITED | 04994104 | 19/10/2021 | Dissolved |
| BALMORAL ASSET MANAGEMENT LIMITED | SC182721 | 14/10/2022 | Silver |
| CARBON FINANCIAL PARTNERS LIMITED | SC386400 | 22/12/2023 | Silver |
| CHARTERED WEALTH MANAGEMENT LIMITED | 06865492 | 22/12/2023 | Silver |
| CHESTERGATE FINANCIAL PLANNING LIMITED | 03290435 | 29/09/2017 | Dissolved |
| CWM INVESTMENT MANAGEMENT LIMITED | 10478948 | 22/12/2023 | Gold |
| EVOLVE FINANCIAL PLANNING LTD | 05207803 | 20/07/2018 | Dissolved |
| FISCAL ENGINEERS LIMITED | 03912724 | 31/07/2023 | Silver |
| GIBBS DENLEY FINANCIAL SERVICES LIMITED | 01371323 | 05/07/2023 | Silver |
| GIBBS DENLEY INVESTMENT MANAGEMENT LIMITED | 09333120 | 05/07/2023 | Gold |
| GIBBS DENLEY PENSION TRUSTEES LIMITED | 01766353 | 05/07/2023 | Gold |
| JUNO WEALTH MANAGEMENT LIMITED | 07145500 | 31/01/2019 | Dissolved |
| LEWIS BROWNLEE FINANCIAL SERVICES LIMITED | 06597644 | 21/11/2022 | Gold |
| MORAY GROUP LIMITED | 12242558 | 28/06/2022 | Bronze |
| PROGENY ASSET MANAGEMENT LIMITED | 09415365 | 30/01/2015 | Gold |
| PROGENY HOLDINGS LIMITED | 11872596 | 14/05/2019 | Amber |
| PROGENY LAW AND TAX LIMITED | 09558403 | 21/04/2016 | One Red Flag |
| PROGENY LAW LIMITED | 09585237 | 09/12/2016 | Dissolved |
| PROGENY TAX LIMITED | 11996095 | 15/05/2019 | Dissolved |
| PROGENY WEALTH LIMITED | 01408197 | 04/03/2008 | One Red Flag |
| QUADRANT PARTNERSHIP LIMITED | 02928049 | 17/03/2017 | Dissolved |
| THE PROGENY GROUP LIMITED | 09276612 | 01/04/2015 | Silver |
| TONEPORT HOLDINGS LIMITED | 10591350 | 30/01/2017 | Dissolved |
| TONEPORT LIMITED | 02946897 | 17/03/2017 | Dissolved |
| WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED | 00913711 | 21/04/2023 | Gold |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| AFFINITY IFA LIMITED | SC415377 | 09/04/2021 | 24/06/2024 | Bronze |
| BRITISH TAXPAYERS ASSOCIATION LIMITED | 00251284 | 21/04/2023 | 24/06/2024 | Gold |
| CARBON FINANCIAL HOLDINGS LIMITED | SC386414 | 22/12/2023 | 29/07/2024 | Bronze |
| CH TRUSTEES LIMITED | 03108171 | 12/04/2022 | 24/06/2024 | Gold |
| CHANNACK ROSS LIMITED | 02451148 | 12/04/2022 | 24/06/2024 | Gold |
| COLL PERKINS LIMITED | 07632652 | 16/05/2022 | 29/07/2024 | Gold |
| EDINBURGH PRIME PROPERTY LIMITED | SC216127 | 28/06/2022 | 25/08/2023 | Gold |
| ESSON & ABERDEIN LIMITED | SC710201 | 28/06/2022 | 25/08/2023 | Gold |
| FRY WEALTH LIMITED | 07984774 | 21/04/2023 | 29/07/2024 | One Red Flag |
| GIBBS DENLEY GROUP LIMITED | 05838686 | 05/07/2023 | 24/06/2024 | Bronze |
| GIBBS DENLEY HOLDINGS LIMITED | 10783482 | 05/07/2023 | 24/06/2024 | Silver |
| GREENHALGH FINANCIAL SERVICES LIMITED | 02555119 | 12/04/2022 | 24/06/2024 | Gold |
| HALO HR LIMITED | 08485419 | 05/06/2019 | 25/10/2022 | Dissolved |
| HARRIS STEWART LIMITED | 07650065 | 21/04/2023 | 29/07/2024 | Gold |
| HART SHAW FINANCIAL PLANNING LIMITED | 03603920 | 12/04/2022 | 07/12/2022 | Dissolved |
| LAWSCO HOLDINGS LIMITED | 06504612 | 14/02/2008 | 29/07/2024 | Gold |
| LEWIS BROWNLEE HOLDINGS LIMITED | 06776484 | 21/11/2022 | 24/06/2024 | Gold |
| MORAY FINANCIAL LIMITED | SC694883 | 28/06/2022 | 06/04/2023 | Dissolved |
| POLICY TRUSTEES LIMITED | 01148825 | 12/04/2022 | 24/06/2024 | Amber |
| RU FINANCIAL ADVICE LIMITED | 10781290 | 12/04/2022 | 07/12/2022 | Dissolved |
| RUSSELL ULYATT FINANCIAL SERVICES LIMITED | 01184901 | 12/04/2022 | 24/06/2024 | Silver |
| RUSSELL ULYATT GROUP LIMITED | 11006416 | 12/04/2022 | 24/06/2024 | Silver |
| RUSSELL ULYATT HOLDINGS LIMITED | 05803063 | 12/04/2022 | 24/06/2024 | Amber |
| S&M SUBSIDIARY LIMITED | SC710202 | 28/06/2022 | 25/08/2023 | Gold |
| SHEVILL PARKES (FINANCIAL SERVICES) LIMITED | 02185655 | 12/04/2022 | 24/06/2024 | Silver |
| THE RU GROUP FINANCIAL SERVICES LTD | 11831608 | 12/04/2022 | 24/06/2024 | Gold |
| WESTLAKE INVESTMENT & FINANCIAL PLANNING SERVICES LIMITED | 03877593 | 12/04/2022 | 07/12/2022 | Dissolved |
| WHPG LIMITED | 02098808 | 19/10/2021 | 29/07/2024 | Gold |
| WILFRED T FRY LIMITED | 00212927 | 21/04/2023 | 29/07/2024 | One Red Flag |
| WILFRED T. FRY (EXECUTOR AND TRUSTEE) LIMITED | 00358067 | 21/04/2023 | 10/05/2024 | Silver |