Matthew Anthony Shelley

Last updated
3 weeks ago
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Where they hold approval

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

  • Burwood Sage + Brookridge Ltd

    FRN 231631

    • 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)
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 24 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (since 24 Mar 2021)
    • [FCA CF] Client dealing (since 24 Mar 2021)
    • CF30 Customer (4 Sep 2019 to 8 Dec 2019)
  • IG Index Limited (no longer approved here)

    FRN 114059

    • CF30 Customer (13 Sep 2013 to 16 Mar 2016)
  • IG Markets Limited (no longer approved here)

    FRN 195355

    • CF30 Customer (13 Sep 2013 to 16 Mar 2016)

Recent activity

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

No changes recorded yet.