| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| DART CAPITAL LIMITED | 02146006 | 22/03/2024 | Silver |
| EVELYN PARTNERS ASSET MANAGEMENT LIMITED | 03900078 | 22/03/2024 | Amber |
| EVELYN PARTNERS CORPORATE FINANCE LIMITED | 04533970 | 22/03/2024 | Bronze |
| EVELYN PARTNERS DISCRETIONARY INVESTMENT MANAGEMENT LIMITED | 02519968 | 22/03/2024 | Bronze |
| EVELYN PARTNERS FINANCIAL PLANNING LIMITED | 00607039 | 22/03/2024 | Gold |
| EVELYN PARTNERS FINANCIAL SERVICES LIMITED | 03133226 | 22/03/2024 | Gold |
| EVELYN PARTNERS GROUP LIMITED | 08741768 | 22/03/2024 | Silver |
| EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LIMITED | 02830297 | 22/03/2024 | Gold |
| EVELYN PARTNERS INVESTMENT SERVICES LIMITED | 00976145 | 22/03/2024 | Silver |
| EVELYN PARTNERS PROFESSIONAL SERVICES GROUP LIMITED | 04533948 | 12/07/2024 | Bronze |
| EVELYN PARTNERS SECURITIES | 02010520 | 22/03/2024 | Bronze |
| HW FINANCIAL SERVICES LIMITED | 02030706 | 22/03/2024 | Amber |
| TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED | 00793636 | 22/03/2024 | Gold |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| HFS MILBOURNE FINANCIAL SERVICES LIMITED | 02061008 | 22/03/2024 | 02/09/2024 | Bronze |