| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| 1 St. George's Square Ltd | 03623092 | 27/08/1998 | Dissolved |
| BEAUFORT HOUSE TRUST LIMITED | 01696139 | 20/06/2006 | Dissolved |
| Capinue Securities (1997) Ltd | 00839404 | 01/06/1991 | Dissolved |
| Cavendish Antiques Ltd | 02460611 | 18/01/1993 | Dissolved |
| Ecclesiastical Group Asset Management Ltd | 02170213 | 26/06/2003 | Dissolved |
| Smith & Williamson Consultancy Ltd | 03352833 | 30/06/1997 | Dissolved |
| Smith & Williamson Financial Management Ltd | 03218039 | 11/01/1999 | Dissolved |
| Smith & Williamson Group Management Services Ltd | 01386775 | 22/06/1995 | Dissolved |
| Smith & Williamson Insurance Cash Fund | 03094830 | 18/08/1995 | Dissolved |
| Smith & Williamson Management Consultants Ltd | 03226020 | 17/07/1996 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| 1 RIDING HOUSE STREET LIMITED | 01834869 | 22/06/1995 | 19/01/2004 | Dissolved |
| 2 Athenaeum Road Ltd | 03799078 | 22/07/1999 | 19/01/2004 | Dissolved |
| 2 Riding House Street Ltd | 02736296 | 28/07/1992 | 21/01/1993 | Dissolved |
| 25 MOORGATE LIMITED | 03685043 | 22/12/1998 | 19/01/2004 | Silver |
| 3 Riding House Street Ltd | 02765030 | 22/06/1995 | 19/01/2004 | Dissolved |
| 44 Chipper Lane Ltd | 02950945 | 21/07/1994 | 19/01/2004 | Dissolved |
| 92 Micklegate Ltd | 03455126 | 28/01/1998 | 19/01/2004 | Dissolved |
| Allchurches Mortgage Co Ltd | 01974218 | 26/06/2003 | 24/06/2009 | Dissolved |
| BENEFACT GROUP PLC | 01718196 | 07/04/1999 | 24/06/2009 | Silver |
| BENEFACT TRUST LIMITED | 01043742 | 20/06/2006 | 04/07/2013 | Silver |
| CHARITIES INVESTMENT MANAGERS LIMITED | 00638485 | 14/03/2008 | 24/04/2017 | Dissolved |
| COMMUNITY FOUNDATION FOR SURREY | 05442921 | 22/06/2010 | 21/09/2011 | Gold |
| E.I.O. TRUSTEES LIMITED | 00941199 | 26/06/2003 | 24/06/2009 | Not Trading |
| ECCLESIASTICAL INSURANCE OFFICE PUBLIC LIMITED COMPANY | 00024869 | 07/04/1999 | 24/06/2009 | Silver |
| ECCLESIASTICAL LIFE LIMITED | 00243111 | 05/10/2000 | 24/06/2009 | Silver |
| ECCLESIASTICAL MANAGEMENT SERVICES LIMITED | 02170173 | 26/06/2003 | 24/06/2009 | Dissolved |
| EVELYN PARTNERS FINANCIAL SERVICES LIMITED | 03133226 | 06/02/1996 | 25/03/2003 | Gold |
| EVELYN PARTNERS FUND SOLUTIONS LIMITED | 01934644 | 27/09/1992 | 25/03/2003 | Bronze |
| EVELYN PARTNERS INVESTMENT SERVICES LIMITED | 00976145 | 27/09/1992 | 25/03/2003 | Silver |
| EVELYN PARTNERS PROFESSIONAL SERVICES GROUP LIMITED | 04533948 | 28/10/2002 | 30/04/2005 | Gold |
| EVELYN PARTNERS TRUST CORPORATION LIMITED | 02013947 | 27/09/1992 | 19/01/2004 | Gold |
| HAYTER INVESTMENTS LIMITED | 03336824 | 23/05/1997 | 12/12/1997 | Bronze |
| M & A INTERNATIONAL LIMITED | 02429760 | 03/10/1996 | 19/01/2004 | Dissolved |
| M & A PARTNERS LIMITED | 02666311 | 03/10/1996 | 19/01/2004 | Dissolved |
| NS ASSET MANAGEMENT UK LTD | 02946806 | 08/07/1994 | 01/05/1997 | Gold |
| PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION | 02991400 | 09/10/1996 | 08/10/1997 | Silver |
| SMITH & WILLIAMSON CORPORATE SERVICES LIMITED | 03120999 | 13/12/1995 | 19/01/2004 | Dissolved |
| SMITH & WILLIAMSON GROUP HOLDINGS LIMITED | 03144465 | 08/02/1996 | 19/01/2004 | Dissolved |
| SMITH & WILLIAMSON NOMINEES LIMITED | 01423757 | 27/09/1992 | 21/01/1993 | Not Trading |
| Smith & Williamson Insurance Consultants | 01479132 | 22/06/1995 | 28/06/1996 | Dissolved |