Matthew Alan Jones

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 25 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Apr 2016)
    • CF1 Director (AR) (12 Dec 2017 to 2 Jun 2020)
  • Apex Financial Services & Wealth Management Ltd

    FRN 924704

    • (3)Employed By (since 22 Apr 2020)
  • Axis Financial Planning Ltd (no longer approved here)

    FRN 402021

    • Employed By (1 Apr 2016 to 2 Jun 2020)

Recent activity

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

  1. controlled function removed: Employed By at Apex Financial Services & Wealth Management Ltd

  2. controlled function added: (3)Employed By at Apex Financial Services & Wealth Management Ltd