| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ADVANCE PLATFORM LTD | 11102684 | 17/03/2021 | Silver |
| AFFUTURE FINANCIAL LIMITED | 09568655 | 16/11/2015 | Not Trading |
| AZETS FINANCIAL PLANNING LIMITED | 07146887 | 07/12/2016 | Silver |
| FIDELIUS LTD | 03658809 | 01/07/2016 | Bronze |
| JSM (BRIDGWATER) LTD | 07727742 | 09/06/2020 | Not Trading |
| PC BIDCO LIMITED | 15351879 | 28/03/2024 | Amber |
| ROBSON TAYLOR INDEPENDENT FINANCIAL ADVISERS LTD | 02952750 | 01/04/2021 | Not Trading |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| CARE PLANNING SERVICES LTD | 08652392 | 04/12/2013 | 27/04/2017 | One Red Flag |
| CHARTERED FINANCIAL MANAGEMENT (UK) LIMITED | 05934754 | 09/06/2020 | 04/01/2021 | Not Trading |
| DARTINGTON WEALTH MANAGEMENT LIMITED | 09568543 | 16/11/2015 | 01/07/2016 | Bronze |
| FIDELIUS FINANCIAL HOLDINGS LTD | 07147142 | 25/06/2020 | 13/05/2024 | Bronze |
| MONEY WISE INDEPENDENT FINANCIAL ADVISERS LIMITED | 03399428 | 01/04/2009 | 13/05/2024 | Not Trading |
| MWIFA (HOLDINGS) LIMITED | 06784160 | 01/04/2009 | 01/07/2016 | Strike Off |
| VENTHAMS WEALTH MANAGEMENT LIMITED | 03570511 | 06/03/2018 | 25/01/2021 | Dissolved |