| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ACUMEN CONSULTANCY LIMITED | 06986030 | 10/08/2009 | Dissolved |
| CONNECTUS WEALTH MANAGEMENT LIMITED | 13024377 | 01/10/2024 | Silver |
| FOUNDATION HOUSE FINANCIAL MANAGEMENT LIMITED | 06456214 | 02/01/2014 | Gold |
| FOUNDATION INVESTMENT MANAGEMENT LIMITED | 08107958 | 15/08/2012 | Silver |
| GREYSTONE FINANCIAL LIMITED | 04562616 | 02/04/2012 | Dissolved |
| GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED | 05906384 | 02/04/2012 | Gold |
| GREYSTONE FINANCIAL SERVICES LIMITED | 02584903 | 02/04/2012 | Silver |
| GREYSTONE WEALTH MANAGEMENT LIMITED | 03947920 | 02/04/2012 | Not Trading |
| HLB FINANCIAL SERVICES LIMITED | 03162336 | 09/01/2023 | Gold |
| R W HARRIS LIMITED | 03021906 | 04/02/2014 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BECKETTS PRIVATE WEALTH MANAGEMENT LIMITED | 05228125 | 22/05/2013 | 31/12/2013 | Dissolved |
| CONNECTUS WEALTH GROUP LIMITED | 13020305 | 15/11/2020 | 29/10/2021 | Silver |
| CONNECTUS WEALTH MANAGEMENT LIMITED | 13024377 | 16/11/2020 | 29/10/2021 | Silver |
| LIFT-FINANCIAL GROUP LTD | 06281490 | 07/07/2008 | 01/06/2009 | One Red Flag |
| LIFT-FINANCIAL LTD | 06281244 | 07/07/2008 | 01/06/2009 | Gold |