| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| FEATHER WILLS & ESTATE PLANNING LIMITED | 12121582 | 25/07/2019 | Not Trading |
| NORTH STAR FINANCIAL ADVICE LTD | 09150950 | 29/07/2014 | Not Trading |
| NORTH STAR FINANCIAL PLANNING LTD | 09150977 | 29/07/2014 | Not Trading |
| SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED | 11722983 | 02/11/2020 | Bronze |
| SCOTTISH WIDOWS SCHRODER WEALTH HOLDINGS LIMITED | 11722485 | 02/11/2020 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| NORTH STAR WEALTH MANAGEMENT LTD | 09150994 | 29/07/2014 | 01/09/2015 | Dissolved |
| OPENWORK HOLDINGS LIMITED | 03794677 | 23/12/2015 | 28/02/2020 | Silver |
| OPENWORK SERVICES LIMITED | 03562843 | 05/06/2015 | 28/02/2020 | One Red Flag |
| PERSONAL INVESTMENT MANAGEMENT AND FINANCIAL ADVICE ASSOCIATION | 02991400 | 01/04/2019 | 05/05/2020 | Gold |
| SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH (ACD) LIMITED | 11722973 | 02/11/2020 | 01/09/2023 | Silver |