| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| CLAY ROGERS & PARTNERS LIMITED | 05535582 | 07/11/2016 | Dissolved |
| CLAY ROGERS GROUP LIMITED | 04449591 | 16/09/2016 | Dissolved |
| COMITIS LTD | 06502442 | 22/12/2016 | Dissolved |
| SUCCESSION FINANCE JERSEY LIMITED | FC035293 | 14/05/2018 | Dissolved |
| SUCCESSION JERSEY LIMITED | FC038644 | 15/07/2021 | Dissolved |
| SUCCESSION NEWCO1 JERSEY LIMITED | FC035294 | 14/05/2018 | Dissolved |
| SUCCESSION NEWCO2 JERSEY LIMITED | FC035292 | 14/05/2018 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| ACCOUNTANTS FINANCIAL SERVICES (SCOTLAND) LIMITED | SC181750 | 11/12/2017 | 17/10/2018 | Dissolved |
| AFS HOLDINGS (SCOTLAND) LIMITED | SC310130 | 20/10/2017 | 17/10/2018 | Dissolved |
| APTERA WEALTH MANAGEMENT LIMITED | 08436016 | 05/10/2017 | 14/09/2018 | Dissolved |
| CHAMBERS GROUP LIMITED | 05857535 | 02/03/2017 | 14/09/2018 | Dissolved |
| CHAMBERS INVESTMENTS LIMITED | 05086400 | 05/10/2017 | 14/09/2018 | Dissolved |
| CHAMBERS LIMITED | 03398021 | 28/07/2017 | 10/12/2018 | Dissolved |
| DJP AND SP CONSULTING LTD | 09474833 | 11/10/2017 | 14/09/2018 | Dissolved |
| EDWARDS WEALTH MANAGEMENT LIMITED | 05927261 | 08/02/2017 | 23/04/2018 | Dissolved |
| EQUITY INVEST LIMITED | 04326018 | 01/08/2017 | 14/09/2018 | Dissolved |
| H & L FINANCIAL LTD | 09168993 | 01/11/2017 | 10/12/2018 | Dissolved |
| INDEPENDENT INSURANCE ADVISERS (CHELTENHAM) LIMITED | 02592238 | 01/02/2017 | 23/04/2018 | Dissolved |
| LANGHAM PENSIONS & INVESTMENTS LIMITED | 05726913 | 01/02/2017 | 23/04/2018 | Dissolved |
| MACDONALD & CO (WEALTH MANAGEMENT) LTD. | SC332096 | 01/02/2017 | 23/04/2018 | Dissolved |
| MARLBOROUGH FINANCIAL MANAGEMENT (UK) LIMITED | 04807756 | 11/12/2017 | 19/09/2019 | Dissolved |
| MDP FINANCIAL SERVICES LIMITED | 03857786 | 08/02/2017 | 23/04/2018 | Dissolved |
| NORRIS & FISHER INDEPENDENT FINANCIAL SERVICES LIMITED | 04998621 | 11/12/2017 | 14/09/2018 | Dissolved |
| PAUL JONES FINANCIAL SERVICES LIMITED | 02048721 | 01/08/2017 | 17/10/2018 | Dissolved |
| PJFS HOLDINGS LIMITED | 04668881 | 24/04/2017 | 14/09/2018 | Dissolved |
| PLAN 4 WEALTH LIMITED | 08279395 | 01/10/2017 | 14/09/2018 | Dissolved |
| PROSPERITAS FINANCIAL SOLUTIONS LIMITED | 07118642 | 28/11/2017 | 14/09/2018 | Dissolved |
| SIGMA WEALTH STRATEGIES LIMITED | 08304258 | 28/11/2017 | 17/10/2018 | Insolvent |
| STUART ABERDEEN FINANCIAL SERVICES LIMITED | 06328950 | 05/10/2017 | 17/10/2018 | Dissolved |
| SUCCESSION ADVISORY SERVICES LIMITED | 06711051 | 20/06/2018 | 31/01/2024 | Gold |
| SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 08146349 | 30/03/2017 | 31/01/2024 | Gold |
| SUCCESSION FINANCIAL MANAGEMENT LIMITED | 04454027 | 28/05/2015 | 31/01/2024 | Amber |
| SUCCESSION GROUP LTD | 07882873 | 28/05/2015 | 31/01/2024 | Amber |
| SUCCESSION HOLDINGS LTD | 08148663 | 23/01/2018 | 31/01/2024 | Bronze |
| SUCCESSION WEALTH MANAGEMENT LIMITED | 07882611 | 28/05/2015 | 31/01/2024 | Bronze |