This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
Matrix Wealth Planning Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Well CottageBosworth RoadCongerstoneNuneatonWarwickshireCV13 6LYUNITED KINGDOM- Phone
- +4401827881397
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Andrew David McNair
IRN ADM01228
- Employed By (26 May 2023 to 29 Sep 2023)
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Barry John Gordon
IRN BXG00020
- Employed By (22 Mar 2012 to 2 Jul 2012)
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Caroline Gordon
IRN CXG01296
- Employed By (11 Sep 2012 to 29 Sep 2023)
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David Andrew Calvert
IRN DAC00039
- Employed By (2 Oct 2019 to 7 Dec 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.