Matthew Bennett Woodhead

• 2 Plan Wealth Management Limited

  FRN 461598

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 27 Apr 2023)
  • CF1 Director (AR) (since 14 Apr 2023)
  • CF30 Customer (since 14 Apr 2023)
  • [FCA CF] Client dealing (9 Jan 2023 to 27 Apr 2023)
  • [FCA CF] Functions requiring qualifications (9 Jan 2023 to 27 Apr 2023)
• Clwyd Financial Planning Ltd

  FRN 991593

  • Employed By (since 14 Apr 2023)
• PFPS Wealth Management Ltd (no longer approved here)

  FRN 498517

  • (9)Employed By (1 Apr 2021 to 29 Nov 2022)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Nov 2022)
  • CF1 Director (AR) (8 Jun 2017 to 14 Apr 2021)
  • CF30 Customer (7 May 2013 to 29 Nov 2022)
• Woodhead Wealth Consultancy Limited (no longer approved here)

  FRN 600446

  • Employed By (7 May 2013 to 29 Nov 2022)
• Atomos Financial Planning Limited (no longer approved here)

  FRN 193503

  • CF30 Customer (1 Nov 2007 to 1 Sep 2008)
  • CF24 Pension Transfer Specialist (17 Mar 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (16 Oct 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (22 Jul 2003 to 16 Oct 2003)
• M S Estates & Financial Services Limited (0243) (no longer approved here)

  FRN 153160

  • (7)Employed By (1 Feb 2000 to 20 Aug 2003)

No changes recorded yet.