| kw wealth planning limited | £28.5m | £89.4m | May 2023 | - | Open | Director |
| iboss asset management limited | £3m | £17.6m | May 2023 | - | Open | Director |
| sterling trust financial consulting limited | - | £11.9m | May 2023 | - | Open | Director |
| kw investment management limited | £4.8m | £10.3m | May 2023 | - | Open | Director |
| sterling trust professional limited | - | £7.5m | May 2023 | - | Open | Director |
| joseph r. lamb independent financial advisers limited | £-40.2k | £5.1m | May 2023 | - | Open | Director |
| jfp financial services limited | £1.1m | £4.2m | May 2023 | - | Open | Director |
| sterling trust professional (north east) limited | - | £3.9m | Sep 2024 | - | Open | Director |
| jfp holdings ltd | - | £3.8m | May 2023 | - | Open | Director |
| employee benefit solutions limited | £430.5k | £3.7m | May 2023 | - | Open | Director |
| barry fleming and partners (tax, trusts and investment planning) limited | £1.5m | £3.4m | May 2023 | - | Open | Director |
| metnor holdings limited | - | £3.3m | May 2023 | - | Open | Director |
| iboss limited | £2.2m | £3.1m | May 2023 | - | Open | Director |
| money matters (north east) limited | - | £3.1m | May 2023 | - | Open | Director |
| strategic asset managers limited | £679.2k | £3m | May 2023 | - | Open | Director |
| sterling trust professional (york) limited | - | £2.3m | Sep 2024 | - | Open | Director |
| ipn partners limited | £416.6k | £2m | May 2023 | - | Open | Director |
| regency investment services limited | - | £1.9m | May 2023 | - | Open | Director |
| jch investment management limited | £362.9k | £1.5m | May 2023 | - | Open | Director |
| sterling trust professional (sheffield) limited | - | £1.4m | Sep 2024 | - | Open | Director |
| novus financial services limited | £447.9k | £601.5k | May 2023 | - | Open | Director |
| allotts financial services ltd | £283.7k | £372.5k | May 2023 | - | Open | Director |
| eurosure limited | £71.6k | £363.4k | May 2023 | - | Open | Director |
| aim wealth holdings limited | - | £303.4k | May 2023 | - | Open | Director |
| aim independent limited | - | £216.7k | May 2023 | - | Open | Director |
