| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| E W SMITH & CO INDEPENDENT FINANCIAL ADVISERS LIMITED | 04088394 | 30/01/2014 | Dissolved |
| G.M.B. FINANCIAL SERVICES LIMITED | 04074782 | 24/01/2014 | Dissolved |
| PFPTIME (IFA) LTD | 08309990 | 24/01/2014 | Dissolved |
| PFPTIME LTD | 04047197 | 24/01/2014 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| LP HOLDCO LIMITED | 08323278 | 18/07/2013 | 22/03/2017 | Silver |
| PERENNIAL FINANCIAL MANAGEMENT LIMITED | 04609753 | 29/01/2014 | 19/05/2016 | Gold |
| TRING FINANCIAL MANAGEMENT LIMITED | 05487108 | 17/07/2013 | 23/11/2020 | Amber |