Matthew Beard

Last updated
1 week ago
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Where they hold approval

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

  • Bastion Financial Planning Limited

    FRN 694856

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Functions requiring qualifications (since 6 Oct 2020)
    • [FCA CF] Client dealing (since 6 Oct 2020)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (27 Apr 2011 to 30 Aug 2012)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF22 Investment Adviser (Trainee) (25 Apr 2006 to 9 Mar 2007)

Recent activity

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

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