| Name | Company Number | Date Appointed | Rating |
|---|---|---|---|
| INSPIRED WEALTH PLANNING LIMITED | SC321098 | 04/11/2016 | Dissolved |
| MCHARDY GROUP HOLDINGS LIMITED | SC616969 | 27/12/2018 | Bronze |
| MCHARDY GROUP LIMITED | SC336779 | 20/04/2011 | Bronze |
| MCHARDY PRIVATE WEALTH LIMITED | SC324229 | 04/09/2018 | Silver |
| MCHB PERTH LTD | SC815502 | 04/07/2024 | Amber |
| MCHB WEALTH MANAGEMENT LIMITED | SC105200 | 07/03/2013 | Silver |
| MHBL (HOLDINGS) LIMITED | SC394383 | 07/03/2013 | Silver |
| MMC WEALTH LTD | SC477804 | 03/11/2017 | Dissolved |
| PEEBLES FINANCIAL LIMITED | SC292766 | 03/02/2021 | Silver |
| TOM MUNRO FINANCIAL SOLUTIONS LIMITED | SC280591 | 08/08/2022 | One Red Flag |
| Name | Company Number | Date Appointed | Date Resigned | Rating |
|---|---|---|---|---|
| BORLAND INSURANCE LTD | SC161245 | 28/11/2013 | 31/12/2017 | Silver |
| BORLAND PRIVATE CLIENTS LTD | 10944956 | 04/09/2017 | 29/09/2022 | Dissolved |