| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| BIRCHWOOD INVESTMENT MANAGEMENT LIMITED | 01785610 | 27/09/2023 | Gold |
| BOOM COMMUNITY TENNIS CIC | 14412354 | 31/08/2023 | Gold |
| GROUP RAPPORT HOLDINGS LIMITED | 08333735 | 28/09/2023 | One Red Flag |
| GROUP RAPPORT LIMITED | 06574915 | 28/09/2023 | Bronze |
| NLP FINANCIAL MANAGEMENT LIMITED | 04339336 | 27/09/2023 | Silver |
| PHOENIX CLOUD LIMITED | 05252074 | 28/09/2023 | Bronze |
| STONEWOOD FINANCIAL PLANNING HOLDINGS LIMITED | 11739649 | 28/09/2023 | One Red Flag |
| STONEWOOD FINANCIAL PLANNING LIMITED | 02656267 | 28/09/2023 | Bronze |
| TAWNY EAGLE CAPITAL LIMITED | 11560186 | 11/06/2024 | Amber |
| TAWNY EAGLE LIMITED | 12011128 | 11/06/2024 | Amber |
| THE WEALTH CONSULTANCY LTD | 06801362 | 30/06/2009 | Gold |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| COOPER PARRY LLP | OC301728 | 08/11/2021 | 09/12/2022 | Bronze |
| COOPER PARRY WEALTH LIMITED | 04220777 | 16/03/2022 | 17/01/2023 | Silver |
| FORVIS MAZARS LLP | OC308299 | 12/06/2017 | 31/08/2019 | Bronze |
| KILLIK & CO LLP | OC325132 | 01/10/2012 | 31/03/2017 | Gold |
| KILLIK FINANCIAL PLANNING LLP | OC338518 | 14/08/2013 | 31/03/2017 | Dissolved |
| SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 08146349 | 11/12/2019 | 16/02/2021 | Gold |
| SUCCESSION FINANCIAL MANAGEMENT LIMITED | 04454027 | 11/12/2019 | 16/02/2021 | Amber |
| SUCCESSION GROUP LTD | 07882873 | 03/09/2020 | 16/02/2021 | Amber |
| SUCCESSION WEALTH MANAGEMENT LIMITED | 07882611 | 11/12/2019 | 16/02/2021 | Silver |
| THE PERSONAL FINANCE SOCIETY | 05084125 | 14/09/2016 | 20/09/2022 | Gold |