| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD | 11250029 | 04/04/2024 | Silver |
| BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD | 03806002 | 21/12/2022 | One Red Flag |
| BEAUFORT FINANCIAL PLANNING LIMITED | 07876189 | 03/08/2022 | Silver |
| EUPHONY LIMITED | 09079959 | 17/11/2022 | Dissolved |
| FA92 WEALTH GROUP LTD | 03970051 | 22/08/2022 | Silver |
| FINANCIAL CHAMBERS (NORTH WEST) LIMITED | 08584848 | 08/02/2023 | Dissolved |
| FINLI (FLP) HOLDINGS LTD | 12398542 | 08/02/2023 | Silver |
| FINLI (FLP) LTD | 08130634 | 08/02/2023 | Silver |
| FINLI (THAMES VALLEY) LTD | 07122971 | 31/05/2023 | Silver |
| FOUR OAKS FINANCIAL PLANNING LIMITED | 06231400 | 08/08/2024 | Gold |
| HARTLEY HEPWORTH FINANCIAL PLANNING LIMITED | 04675658 | 09/04/2024 | Silver |
| IAN O'BRIEN LIMITED | 05342523 | 01/05/2024 | Silver |
| PDB WEALTH PARTNERS LTD | 11151651 | 27/02/2024 | One Red Flag |
| TBM FINANCIAL SOLUTIONS LTD | 07647625 | 17/11/2022 | Dissolved |
| THE BEAUFORT GROUP OF COMPANIES LIMITED | 07902965 | 03/08/2022 | Bronze |
| WALLIS DOLPHIN LTD | 08137562 | 18/10/2024 | Gold |
| WHITECHURCH FINANCIAL PLANNING LIMITED | 08004222 | 18/10/2024 | Gold |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| YOU ASSET MANAGEMENT LIMITED | 06150317 | 03/08/2022 | 04/07/2023 | Gold |