| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ASCENT FINANCIAL CONSULTING LIMITED | 13648466 | 17/08/2022 | Silver |
| DIGITAL FINANCE DIRECTOR LTD | 09527334 | 07/04/2015 | One Red Flag |
| FINITOR BIDCO LIMITED | 13760841 | 23/11/2021 | Silver |
| FINITOR MIDCO LIMITED | 13758747 | 22/11/2021 | Bronze |
| FINITOR NOMINEES LTD | 15669921 | 22/04/2024 | Amber |
| FINITOR WEALTH GROUP LIMITED | 13726077 | 05/11/2021 | Silver |
| FINITOR WEALTH LTD | 11608133 | 06/10/2018 | Bronze |
| FINITOR WEALTH PLATFORM LTD | 15517714 | 23/02/2024 | Amber |
| FMB (HOLDINGS) LIMITED | 05032299 | 17/08/2022 | Silver |
| JIGSAW FIVE LIMITED | 15161435 | 25/09/2023 | Bronze |
| JIGSAW FOUR LTD | 13776983 | 01/12/2021 | Silver |
| JIGSAW SIX LIMITED | 15161511 | 25/09/2023 | Bronze |
| JIGSAW THREE LTD | 14143221 | 31/05/2022 | Bronze |
| JIGSAW TWO LTD | 12903294 | 24/09/2020 | One Red Flag |
| MONEY MATTERS (SOUTH EAST) LIMITED | 05062663 | 19/12/2023 | Silver |
| PFM ASSOCIATES LIMITED | 03871403 | 08/02/2019 | Silver |
| RICHARD RHODES LTD | 09527744 | 07/04/2015 | Dissolved |
| THE MIND BODY CLINIC LTD | 09482766 | 07/04/2015 | One Red Flag |
| THE MONEYTREE CORPORATION LIMITED | 04350758 | 02/12/2021 | Gold |
| TORWEAL LIMITED | 10716426 | 17/04/2018 | Dissolved |
| TORWEAL TWO LTD | 13679704 | 14/10/2021 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| ASENTA CAPITAL LIMITED | 08139220 | 09/03/2015 | 28/01/2017 | Strike Off |
| CAMPBELL DALLAS FINANCIAL SERVICES LTD | SC190523 | 21/11/2012 | 01/11/2014 | Dissolved |
| CORNERSTONE LIFESTYLE FINANCIAL PLANNING LIMITED | 07173922 | 15/05/2014 | 15/05/2014 | Dissolved |
| MELLOR ASSOCIATES LIMITED | 05303877 | 13/11/2012 | 01/11/2014 | Dissolved |
| PRX PARTNERS LTD | 09951297 | 14/01/2016 | 31/01/2017 | Dissolved |
| SUCCESSION ADVISORY SERVICES LIMITED | 06711051 | 30/01/2012 | 01/11/2014 | Gold |
| SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED | 08146349 | 18/07/2012 | 01/11/2014 | Gold |
| SUCCESSION FINANCE LIMITED | 09140325 | 21/07/2014 | 01/11/2014 | Dissolved |
| SUCCESSION FINANCIAL MANAGEMENT LIMITED | 04454027 | 30/08/2012 | 01/11/2014 | Amber |
| SUCCESSION GROUP LTD | 07882873 | 16/12/2011 | 01/11/2014 | Amber |
| SUCCESSION HOLDINGS LTD | 08148663 | 19/07/2012 | 01/11/2014 | Bronze |
| SUCCESSION MANAGEMENT PARTNERS LLP | OC373497 | 19/03/2012 | 01/11/2014 | Dissolved |
| SUCCESSION WEALTH MANAGEMENT LIMITED | 07882611 | 16/12/2011 | 01/11/2014 | Bronze |
| WESTMINSTER FINANCIAL PLANNING LIMITED | 03895318 | 03/01/2013 | 01/11/2014 | Dissolved |
| WESTPOINT FINANCIAL CONSULTANTS LIMITED | 07882593 | 16/12/2011 | 01/11/2014 | Dissolved |