| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| BKD WEALTH MANAGEMENT LIMITED | 08266483 | 29/05/2020 | Bronze |
| CALUM J YUILL LTD. | SC376688 | 31/07/2023 | Silver |
| CONFIDEL LTD | 05312906 | 08/04/2019 | Dissolved |
| FERON SPIRES I.F.C LIMITED | 04092434 | 09/10/2024 | Gold |
| GLOSS GALLERY LIMITED | 06984430 | 07/08/2009 | Dissolved |
| HALL & PARTNERS FINANCIAL SERVICES LIMITED | 05653703 | 31/01/2017 | Dissolved |
| HORSHAM GREEN LIMITED | 10393443 | 04/01/2022 | Dissolved |
| M.W.F.S. LIMITED | 02832360 | 29/01/2021 | Strike Off |
| MONAHANS HOLDINGS LIMITED | 11160391 | 05/01/2022 | Bronze |
| REDLAND WEALTH MANAGEMENT GROUP LIMITED | 12265142 | 09/10/2024 | Gold |
| SHIPMAN GROUP HOLDINGS LIMITED | 11681914 | 16/11/2018 | Bronze |
| SHIPMAN HOLDINGS LIMITED | 11709862 | 04/12/2018 | Bronze |
| SHIPMAN WEALTH MANAGEMENT LTD | 02837635 | 01/04/2021 | Silver |
| WHICHERS IFA LIMITED | 03586741 | 05/05/2021 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BORN FREE TRADING LIMITED | 02801162 | 18/03/2014 | 18/05/2022 | Not Trading |
| DMA FINANCIAL PLANNING LIMITED | 04523569 | 01/04/2021 | 01/08/2022 | Dissolved |
| MONAHANS FINANCIAL SERVICES LIMITED | 03710646 | 05/01/2022 | 01/08/2022 | Gold |
| R K SHIPMAN LIMITED | 00575483 | 27/03/2003 | 20/01/2016 | Bronze |
| THE BORN FREE FOUNDATION | 03603432 | 01/12/2009 | 15/06/2022 | Gold |
| WILDWOOD WEALTH MANAGEMENT LIMITED | 03800907 | 04/01/2022 | 01/08/2022 | Dissolved |