| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| CARBON FINANCIAL PARTNERS LIMITED | SC386400 | 22/12/2023 | Silver |
| CHARTERED WEALTH MANAGEMENT LIMITED | 06865492 | 22/12/2023 | Gold |
| FISCAL ENGINEERS LIMITED | 03912724 | 31/07/2023 | Silver |
| GIBBS DENLEY FINANCIAL SERVICES LIMITED | 01371323 | 05/07/2023 | Gold |
| GIBBS DENLEY PENSION TRUSTEES LIMITED | 01766353 | 05/07/2023 | Gold |
| PROGENY WEALTH LIMITED | 01408197 | 12/12/2018 | Amber |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| CARBON FINANCIAL HOLDINGS LIMITED | SC386414 | 22/12/2023 | 29/07/2024 | Bronze |
| CWM INVESTMENT MANAGEMENT LIMITED | 10478948 | 22/12/2023 | 22/12/2023 | Gold |
| EVOLVE FINANCIAL PLANNING LTD | 05207803 | 27/02/2006 | 04/02/2021 | Dissolved |
| GIBBS DENLEY GROUP LIMITED | 05838686 | 05/07/2023 | 24/06/2024 | Silver |
| GIBBS DENLEY HOLDINGS LIMITED | 10783482 | 05/07/2023 | 24/06/2024 | Silver |
| GIBBS DENLEY INVESTMENT MANAGEMENT LIMITED | 09333120 | 05/07/2023 | 04/03/2024 | Gold |
| KIDS CROOKED HOUSE UK LIMITED | 07786366 | 26/01/2016 | 18/07/2018 | Dissolved |
| LAWSCO HOLDINGS LIMITED | 06504612 | 20/07/2018 | 29/07/2024 | Gold |
| PROGENY ASSET MANAGEMENT LIMITED | 09415365 | 20/06/2019 | 09/05/2023 | Gold |
| PROGENY TAX LIMITED | 11996095 | 20/06/2019 | 28/05/2021 | Dissolved |
| THE PROGENY GROUP LIMITED | 09276612 | 12/12/2019 | 04/04/2022 | Silver |