| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| DISCOVER FINANCIAL GROUP (HOLDINGS) LIMITED | 12596205 | 12/05/2020 | Dissolved |
| IF WEALTH LIMITED | 09656330 | 16/08/2024 | Gold |
| JUSTFA ADVISERS LIMITED | 12851936 | 05/12/2022 | One Red Flag |
| WALKERDAVIES LTD | 12150241 | 12/08/2019 | Dissolved |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BIDCO ML LIMITED | 12306847 | 07/08/2024 | 07/08/2024 | Bronze |
| DISCOVER FINANCIAL GROUP LTD | 12026239 | 31/05/2019 | 29/05/2020 | Dissolved |
| SUCCESSION ADVISORY SERVICES LIMITED | 06711051 | 21/03/2016 | 03/11/2016 | Gold |
| SUCCESSION GROUP LTD | 07882873 | 01/02/2016 | 10/10/2016 | Amber |
| WEALTH HOLDINGS INC LIMITED | 12288339 | 20/10/2020 | 29/03/2022 | Amber |