Licence Holders
Our services are used by leading providers, platforms, technology suppliers and advisers across the industry.
You can browse our licence holders list below to see which organisations use our Standards and Governance services.
| Name | Company Type Sort descending |
|---|---|
| Portafina | Financial adviser or other intermediary |
| Mazars Financial Planning | Financial adviser or other intermediary |
| Verso Wealth Management | Financial adviser or other intermediary |
| Equilibrium Financial Planning | Financial adviser or other intermediary |
| Roberts Financial Consultancy | Financial adviser or other intermediary |
| Intelligent Money | Financial adviser or other intermediary |
| Punter Southall Aspire | Financial adviser or other intermediary |
| Mortgagekey | Financial adviser or other intermediary |
| Raymond James | Financial adviser or other intermediary |
| Anorak | Financial adviser or other intermediary |
| Association of British Insurers | Government or statutory agency / body |
| Seven Investment Management | Investment Manager |
| LGT Vestra | Investment Manager |
| Investec | Investment Manager |
| Killik & Co | Investment Manager |
| DP Pensions | Pension scheme |
| Rothesay | Pension scheme |
| Penny Technology | Pension scheme |
| Wealth at work | Pension scheme |
| Countrywide Assured | Pension scheme |