Matthew Adam Metcalf

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.

  • Openwork Limited

    FRN 408285

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 18 Aug 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 31 Aug 2021)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2020 to 16 Jul 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 8 May 2012)
    • CF21 Investment Adviser (21 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Oct 2006 to 21 Jun 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (12 Jan 2004 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (24 Feb 2003 to 12 Jan 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (12 Jan 2004 to 6 Oct 2006)
    • CF22 Investment Adviser (Trainee) (24 Feb 2003 to 12 Jan 2004)
  • Enterprise Financial Planning Ltd (no longer approved here)

    FRN 223126

    • Employed By (4 Jun 2003 to 6 Oct 2006)

Recent activity

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

No changes recorded yet.