| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ADVANTA DIRECT LTD | SC223664 | 10/01/2022 | Silver |
| ADVANTA RISK LTD | SC204478 | 31/07/2024 | Silver |
| ADVANTA SOLUTIONS LTD. | 11051402 | 03/03/2022 | Bronze |
| ADVANTA WEALTH LTD | SC433830 | 02/09/2022 | Silver |
| CITY FINANCIAL PLANNING (EXETER) LIMITED | 03606716 | 15/10/2024 | Silver |
| CITY FINANCIAL PLANNING LIMITED | 03224580 | 15/10/2024 | Gold |
| PENNEY & RUDDY HOLDINGS LIMITED | 12140832 | 26/04/2024 | Silver |
| PENNEY, RUDDY & WINTER LTD | 08325152 | 26/04/2024 | Bronze |
| SMG FINANCIAL OPTIONS LIMITED | SC222337 | 17/11/2023 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| AURORA FINANCIAL GROUP LIMITED | 04401407 | 27/11/2007 | 31/07/2008 | Dissolved |
| AURORA FINANCIAL TECHNOLOGIES LIMITED | 04000368 | 27/11/2007 | 31/07/2008 | Dissolved |
| BARNETT WADDINGHAM TRUSTEES (1984) LIMITED | 01786826 | 18/09/2007 | 31/07/2008 | Not Trading |
| BARNETT WADDINGHAM TRUSTEES (1992) LIMITED | 02738578 | 18/09/2007 | 31/07/2008 | Not Trading |
| EAST ANGLIA FS LIMITED | 01419697 | 12/03/2003 | 05/02/2004 | Dissolved |
| ELLIOTT BAYLEY HOLDINGS LIMITED | 02731753 | 27/11/2007 | 31/07/2008 | Dissolved |
| ELLIOTT BAYLEY TRUSTEES LIMITED | 01998207 | 27/11/2007 | 31/07/2008 | Dissolved |
| JACKSON BATTEN FINANCIAL HOLDINGS LIMITED | 02775790 | 27/11/2007 | 31/07/2008 | Dissolved |
| MOMENTUM DIRECT LIMITED | 04005210 | 27/11/2007 | 31/07/2008 | Dissolved |
| MOMENTUM GROUP LIMITED | 03926849 | 27/11/2007 | 31/07/2008 | Gold |
| ORIGEN (ABC) LIMITED | 02010418 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN (AFS) LIMITED | 02177682 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN (AWM) LIMITED | 04307739 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN (E B) LIMITED | 01218237 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN (JBIM) LIMITED | 03678192 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN (WR) LIMITED | 02678062 | 27/11/2007 | 31/07/2008 | Dissolved |
| ORIGEN FINANCIAL SERVICES LIMITED | 03926629 | 13/06/2012 | 21/07/2021 | Amber |
| ORIGEN INVESTMENT SERVICES LIMITED | 00703741 | 13/06/2012 | 23/01/2013 | Dissolved |
| ORIGEN LIMITED | 05113506 | 02/10/2007 | 31/07/2008 | Bronze |
| ORIGEN TRUSTEE SERVICES LIMITED | 01943724 | 18/09/2007 | 31/07/2008 | Strike Off |
| PIFC CONSULTING LIMITED | 01751876 | 19/07/2005 | 11/05/2007 | Dissolved |
| SOUTH FS LIMITED | 01886247 | 29/04/2002 | 05/02/2004 | Dissolved |
| TOWRY LAW WEALTH MANAGERS LIMITED | 00515053 | 15/09/1998 | 08/04/2005 | Dissolved |
| WENTWORTH-ROSE HOLDINGS LIMITED | 02675243 | 27/11/2007 | 31/07/2008 | Dissolved |