| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| IFA (SOUTH) LIMITED | 12203239 | 19/09/2019 | Not Trading |
| LW ASSOCIATES LIMITED | 08207344 | 10/09/2012 | Dissolved |
| MENZIES WEALTH MANAGEMENT LIMITED | 06597008 | 24/08/2013 | Silver |
| MWM EMPLOYEE BENEFITS LIMITED | 08973336 | 01/11/2019 | Silver |
| MWM PRIVATE CLIENTS LIMITED | 12203351 | 19/09/2019 | One Red Flag |
| THE CHURCHILLS (DORMANSLAND) RESIDENTS COMPANY LIMITED | 05424132 | 29/06/2010 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| CHARTHAM FINANCIAL PLANNING LIMITED | 10027923 | 26/02/2016 | 05/06/2018 | Silver |
| KMG INDEPENDENT LIMITED | 05207735 | 01/06/2008 | 08/03/2012 | Bronze |