| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ADVISON LIMITED | 05009271 | 31/10/2022 | One Red Flag |
| BENCHMARK FINANCIAL PLANNING LIMITED | 07572431 | 31/05/2019 | One Red Flag |
| CHAMPAIN FINANCIAL SERVICES LIMITED | 06800575 | 05/12/2023 | Bronze |
| CHILCOMB WEALTH LTD | 07594028 | 06/04/2011 | Insolvent |
| RETIREMENT PLANNING PARTNERSHIP LTD | 02031862 | 01/06/2020 | Gold |
| RJC CONSULTANCY LIMITED | 09357546 | 30/09/2021 | Dissolved |
| THE WORKPLACE BENEFITS COMPANY LIMITED | 07833452 | 05/12/2023 | Insolvent |
| WATERHOUSE FINANCIAL PLANNING LIMITED | NI615980 | 28/06/2022 | Insolvent |
| WEALTH PLANNING LIMITED | 13081680 | 01/12/2023 | One Red Flag |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BAKER TILLY FINANCIAL MANAGEMENT LIMITED | 03953153 | 30/12/2009 | 03/03/2011 | Gold |
| BAKER TILLY INVESTMENT SOLUTIONS LIMITED | 02051492 | 25/07/2007 | 03/03/2011 | Gold |
| BKL FINANCIAL SERVICES LIMITED | 02137614 | 01/05/1993 | 22/06/2007 | Dissolved |
| SCHRODERS SUSTAINABLE INVEST LIMITED | 13922301 | 17/02/2022 | 06/03/2024 | Strike Off |
| TP TRUSTEES LIMITED | 02604059 | 01/06/1992 | 03/03/2011 | Not Trading |