| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| AMBROSE FISHER LTD | 06999045 | 19/04/2024 | Silver |
| BELL MEADOW HOLDINGS LTD | 09741493 | 30/11/2023 | Amber |
| BLACK SWAN CAPITAL LTD | 03799866 | 21/10/2024 | Silver |
| BRADBURY HAMILTON LIMITED | 02829482 | 19/04/2024 | Gold |
| CANARY UK HOLDCO LIMITED | 15778922 | 14/06/2024 | Amber |
| CHADWICK MCLEAN LIMITED | 03308849 | 19/04/2024 | Silver |
| ELLIS BATES GROUP LTD. | 09052809 | 30/09/2024 | Silver |
| ELLIS BATES LEGAL SOLUTIONS LTD | 09721736 | 30/09/2024 | Amber |
| EQUINOX WEALTH LIMITED | 04965753 | 19/04/2024 | Bronze |
| GEOFFREY CRAIG LIMITED | 08709298 | 19/04/2024 | Gold |
| KMG INDEPENDENT LIMITED | 05207735 | 21/10/2024 | Silver |
| KMG INVESTMENT MANAGEMENT LIMITED | 08599400 | 21/10/2024 | Gold |
| PS FINANCIAL ADVISERS LIMITED | 04658981 | 19/04/2024 | Amber |
| SAVE & INVEST FT LIMITED | SC312269 | 29/10/2024 | One Red Flag |
| SAVE & INVEST GROUP LIMITED | SC152826 | 29/10/2024 | One Red Flag |
| SKERRITT CONSULTANTS LIMITED | 04129116 | 10/08/2023 | Gold |
| WHITE UK HOLDCO LIMITED | 15800155 | 24/06/2024 | Amber |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| QUILTER PLC | 06404270 | 01/08/2012 | 31/10/2022 | Silver |