| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| BENCHMARK CAPITAL LIMITED | 09404621 | 26/01/2015 | Gold |
| FAMILY WEALTH PLATFORM LIMITED | 14385843 | 29/09/2022 | Silver |
| IAN COOKE & PARTNERS LIMITED | 04841747 | 22/07/2003 | Gold |
| PERPETUAL WEALTH GROUP LIMITED | 12998120 | 04/11/2020 | Bronze |
| STRATEGIC WEALTH GROUP LIMITED | 14624770 | 30/01/2023 | Bronze |
| STRATEGIC WEALTH PARTNERS LIMITED | 10817804 | 11/09/2023 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BENCHMARK FINANCIAL PLANNING LIMITED | 07572431 | 22/03/2011 | 13/01/2022 | One Red Flag |
| BEST PRACTICE IFA GROUP LIMITED | 04490633 | 19/07/2002 | 08/03/2022 | Silver |
| BRIAN POTTER CONSULTANTS LIMITED | 09564383 | 31/07/2017 | 29/10/2020 | Dissolved |
| CLARKE-WALKER FINANCIAL MANAGEMENT LIMITED | 05813502 | 18/04/2019 | 24/03/2022 | One Red Flag |
| CREATIVE TECHNOLOGIES LTD | 06801043 | 28/05/2009 | 01/04/2021 | Amber |
| CT CONNECT LIMITED | 10127318 | 15/04/2016 | 13/10/2021 | Dissolved |
| FINURA PARTNERS LIMITED | 09560937 | 23/05/2019 | 10/06/2020 | One Red Flag |
| FUSION FUNDS LIMITED | 09886236 | 24/11/2015 | 22/09/2021 | Dissolved |
| FUSION WEALTH LIMITED | 07469060 | 14/12/2010 | 24/02/2022 | Bronze |
| INVICTA INDEPENDENT FINANCIAL ADVISERS LIMITED | 03330755 | 15/03/2016 | 29/10/2020 | Dissolved |
| RAYNER SPENCER MILLS RESEARCH LIMITED | 05227656 | 01/02/2019 | 19/05/2021 | Silver |