| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| CRYSTAL WEALTH LIMITED | 10394451 | 26/09/2016 | Not Trading |
| CRYSTAL WEALTH MANAGEMENT LIMITED | 04931573 | 14/10/2003 | Silver |
| CRYSTAL WEALTH MANAGEMENT LLP | OC320783 | 06/07/2006 | Silver |
| Clearwater Asset Management Ltd | 04548771 | 30/09/2002 | Dissolved |
| Clearwater Asset Management Ltd | 04548771 | 30/09/2002 | Dissolved |
| HEIRLOOM AND HOWARD LIMITED | 01127169 | 10/10/2005 | Gold |
| HEIRLOOM ANTIQUES LIMITED | 01125015 | 24/01/2006 | Not Trading |
| Inside Out Compliance Ltd | 04656388 | 04/02/2003 | Dissolved |
| PORTLAND WEALTH MANAGEMENT (CARDIFF) LIMITED | 07240612 | 09/05/2011 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| AMP WEALTH MANAGEMENT LIMITED | 07101421 | 10/12/2009 | 01/11/2011 | Dissolved |
| CHARLES DANIEL LIMITED | 07115593 | 24/02/2010 | 01/09/2011 | Dissolved |
| HARPUR WEALTH MANAGEMENT LTD | 07132009 | 21/01/2010 | 01/11/2011 | Dissolved |
| LOVEDAY, BOURASSA & CUTTS LIMITED | 07143768 | 24/02/2010 | 01/11/2011 | Dissolved |
| PORTLAND WEALTH MANAGEMENT LIMITED | 07101403 | 10/12/2009 | 16/03/2021 | Gold |
| Tavener U K Ltd | 03477654 | 11/12/1997 | 04/06/1999 | Dissolved |
| Tavener U K Ltd | 03477654 | 11/12/1997 | 04/06/1999 | Dissolved |