| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| ADAM & COMPANY INVESTMENT MANAGEMENT LIMITED | SC102144 | 01/10/2021 | Silver |
| CANACCORD GENUITY ASSET MANAGEMENT LIMITED | 03146580 | 18/09/2017 | Silver |
| CANACCORD GENUITY WEALTH GROUP HOLDINGS (JERSEY) LIMITED | FC034816 | 30/11/2017 | Bronze |
| CANTAB ASSET MANAGEMENT LIMITED | 05691283 | 01/10/2024 | Silver |
| CG MCCARTHY TAYLOR LIMITED | 03489824 | 11/03/2019 | Dissolved |
| CG WEALTH PLANNING LIMITED | 08284862 | 01/04/2024 | Bronze |
| FIRST FINANCIAL CONSULTING LTD. | SC304033 | 08/04/2024 | Gold |
| FOCUS FINANCIAL MANAGEMENT (SCOTLAND) LIMITED | SC181744 | 08/04/2024 | Gold |
| INTELLIGENT CAPITAL GROUP LIMITED | SC244701 | 08/04/2024 | Gold |
| INTELLIGENT CAPITAL HOLDINGS LIMITED | SC576334 | 08/04/2024 | Bronze |
| INTELLIGENT CAPITAL LTD. | SC192637 | 08/04/2024 | Silver |
| PUNTER SOUTHALL WEALTH LIMITED | 05374633 | 31/05/2022 | Silver |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| CG WEALTH PLANNING LIMITED | 08284862 | 05/09/2019 | 24/01/2022 | Bronze |