| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| EBS PENSIONS LIMITED | 00998606 | 01/09/2024 | Silver |
| EMBARK GROUP LIMITED | 03578067 | 01/09/2024 | Gold |
| EMBARK INVESTMENT SERVICES LIMITED | 09955930 | 01/09/2024 | Silver |
| EMBARK SERVICES LIMITED | 02089815 | 01/09/2024 | Silver |
| HALIFAX SHARE DEALING LIMITED | 03195646 | 01/09/2024 | Silver |
| LLOYDS BANK GENERAL INSURANCE HOLDINGS LIMITED | 01628564 | 29/09/2023 | Silver |
| LLOYDS BANK GENERAL INSURANCE LIMITED | 00204373 | 29/09/2023 | Silver |
| SCOTTISH WIDOWS ADMINISTRATION SERVICES (NOMINEES) LIMITED | SC074517 | 29/09/2023 | Not Trading |
| SCOTTISH WIDOWS ADMINISTRATION SERVICES LIMITED | 01132760 | 29/09/2023 | Amber |
| SCOTTISH WIDOWS FINANCIAL SERVICES HOLDINGS | SC199548 | 29/09/2023 | Silver |
| SCOTTISH WIDOWS GROUP LIMITED | SC199547 | 29/09/2023 | Silver |
| SCOTTISH WIDOWS LIMITED | 03196171 | 29/09/2023 | Bronze |
| ST ANDREW'S INSURANCE PLC | 03104671 | 29/09/2023 | Silver |
| STERLING ISA MANAGERS LIMITED | 02395416 | 01/09/2024 | Amber |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BLACK HORSE LIMITED | 00661204 | 09/12/2019 | 30/04/2023 | Two Red Flags |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | 01971242 | 01/01/2017 | 31/12/2023 | Silver |
| SCOTTISH WIDOWS SCHRODER WEALTH HOLDINGS LIMITED | 11722485 | 07/10/2022 | 26/09/2024 | Silver |