Matthew Bryan James Jones

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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 9 Dec 2019)
    • CF30 Customer (since 5 Aug 2014)
  • Matthew Jones

    FRN 629484

    • (1)Employed By (since 5 Aug 2014)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (4 Feb 2009 to 11 Jul 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
    • CF22 Investment Adviser (Trainee) (31 Jan 2006 to 31 Oct 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF22 Investment Adviser (Trainee) (7 Jul 2003 to 9 Jun 2004)
  • Principality Financial Services Limited (no longer approved here)

    FRN 159181

    • Employed By (7 Jul 2003 to 9 Jun 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (7 Jul 2003 to 9 Jun 2004)

Recent activity

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

No changes recorded yet.