| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| BEVAN & BUCKLAND WEALTH MANAGEMENT LIMITED | 09600466 | 13/11/2024 | Bronze |
| EPJ CONSULTANTS LIMITED | 10249219 | 24/06/2016 | Dissolved |
| Fwr Financial Management Ltd | 03855185 | 08/10/1999 | Dissolved |
| GREEN BAY PARTNERS LIMITED | 07802192 | 07/10/2011 | Dissolved |
| IFAS UNITED LIMITED | 13394503 | 13/05/2021 | Strike Off |
| M4 FINANCIAL GROUP LIMITED | 08022241 | 05/04/2012 | Bronze |
| PRINCIPALITY AUTO-ENROLMENT LIMITED | 09894597 | 30/11/2015 | Dissolved |
| PRINCIPALITY FINANCIAL GROUP LIMITED | 09894456 | 30/11/2015 | Dissolved |
| PRINCIPALITY PROTECTION SOLUTIONS LIMITED | 09894506 | 30/11/2015 | Dissolved |
| SIP ASSET MANAGEMENT LTD. | 05604543 | 27/10/2005 | Dissolved |
| SIP WEALTH MANAGEMENT LTD | 04807711 | 27/02/2004 | Gold |
| SWANSEA INVESTMENT PARTNERS LIMITED | 07891261 | 23/12/2011 | Dissolved |
| WPS EMPLOYEE BENEFITS LIMITED | 08880487 | 28/04/2015 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BEVAN & BUCKLAND WEALTH MANAGEMENT LIMITED | 09600466 | 20/05/2015 | 07/05/2018 | Bronze |
| HOWDEN WORKPLACE CONSULTING LIMITED | 07927677 | 30/01/2012 | 29/07/2013 | Dissolved |
| W P S WEALTH LIMITED | 08022341 | 05/04/2012 | 26/07/2013 | Silver |
| WALES TOUCH ASSOCIATION | 06618666 | 26/06/2015 | 01/03/2019 | Silver |