| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| DART CAPITAL LIMITED | 02146006 | 31/08/2023 | Silver |
| EVELYN PARTNERS ASSET MANAGEMENT LIMITED | 03900078 | 09/09/2022 | Amber |
| EVELYN PARTNERS DISCRETIONARY INVESTMENT MANAGEMENT LIMITED | 02519968 | 09/09/2022 | Bronze |
| EVELYN PARTNERS FINANCIAL PLANNING LIMITED | 00607039 | 09/09/2022 | Gold |
| EVELYN PARTNERS FINANCIAL SERVICES LIMITED | 03133226 | 09/09/2022 | Gold |
| EVELYN PARTNERS GROUP LIMITED | 08741768 | 09/09/2022 | Silver |
| EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LIMITED | 02830297 | 09/09/2022 | Gold |
| EVELYN PARTNERS INVESTMENT SERVICES LIMITED | 00976145 | 09/09/2022 | Silver |
| EVELYN PARTNERS SECURITIES | 02010520 | 09/09/2022 | Bronze |
| HW FINANCIAL SERVICES LIMITED | 02030706 | 09/09/2022 | Amber |
| SPECTRIS PLC | 02025003 | 19/01/2017 | Silver |
| TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED | 00793636 | 09/09/2022 | Gold |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BESTINVEST (CONSULTANTS) LIMITED | 01550116 | 09/09/2022 | 31/03/2024 | Gold |
| EVELYN PARTNERS CORPORATE FINANCE LIMITED | 04533970 | 09/09/2022 | 31/07/2024 | Bronze |
| HFS MILBOURNE FINANCIAL SERVICES LIMITED | 02061008 | 09/09/2022 | 02/09/2024 | Bronze |
| INDEX FUND ADVISORS LTD | 05083397 | 09/09/2022 | 31/03/2024 | Gold |
| TILNEY ASSET MANAGEMENT SERVICES LIMITED | 03691998 | 09/09/2022 | 31/03/2024 | Gold |