| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| EDWARDS WEALTH LTD | 09229694 | 18/05/2022 | Silver |
| FUTURE PROOF LIMITED | 07608319 | 23/08/2019 | Amber |
| IAN COCKBAIN WEALTH MANAGEMENT LIMITED | 04639701 | 30/11/2023 | Silver |
| LEWINGTON WEALTH MANAGEMENT LIMITED | 04290504 | 29/04/2024 | Silver |
| PORTBURY WEALTH MANAGEMENT LIMITED | 10491419 | 23/01/2023 | Bronze |
| REFLECT FINANCIAL LIMITED | 04373946 | 24/07/2020 | One Red Flag |
| THOMPSON PRIVATE CLIENTS LIMITED | 11258200 | 17/06/2022 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| SANDFORD LIDO LIMITED | 03128079 | 03/10/2013 | 07/10/2024 | Silver |
| SANDFORD PARKS LIDO (TRADING) LIMITED | 03177909 | 03/10/2013 | 07/10/2024 | One Red Flag |