Allan Matthews

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • CF1 Director (AR) (since 4 Jun 2025)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 24 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (21 Jun 2010 to 26 May 2023)
  • Monument Financial Services Limited

    FRN 524739

    • (1)Employed By (since 24 Feb 2025)
    • (2)Employed By (21 Jun 2010 to 26 May 2023)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (29 Apr 2005 to 24 Jun 2005)
    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 29 Apr 2005)

Recent activity

Updates to this individual's record on the FCA register.

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