Julian David Francis Gilbert

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.

  • Lifetime Financial Consulting Ltd

    FRN 402915

    • SMF3 Executive Director (since 22 Jul 2025)
  • Wealth Matters Limited

    FRN 300635

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Significant management (since 23 Oct 2020)
    • Appointed representative dealing with clients for which they require qualification (since 23 Oct 2020)
    • [FCA CF] Client dealing (since 23 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 23 Oct 2020)
    • [FCA CF] Manager of certification employee (since 23 Oct 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF4 Partner (AR) (since 15 Mar 2013)
    • CF30 Customer (since 1 Nov 2007)
  • Wealth Matters Financial Planning

    FRN 595611

    • (1)Employed By (since 1 Mar 2013)
  • Wealth Matters (no longer approved here)

    FRN 207987

    • (3)Employed By (7 Jan 2002 to 27 Apr 2006)

Recent activity

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

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