Matthew Crawshaw

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.

  • Walker Crips Financial Planning Limited

    FRN 114778

    • 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)
    • [FCA CF] Functions requiring qualifications (since 5 Jul 2023)
    • [FCA CF] Client dealing (since 5 Jul 2023)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Manager of certification employee (28 Jun 2021 to 30 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2023)
    • CF30 Customer (30 Nov 2019 to 8 Dec 2019)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (11 Jun 2008 to 29 Nov 2019)
  • Liverpool Victoria Financial Services Limited (no longer approved here)

    FRN 110035

    • CF21 Investment Adviser (20 May 2002 to 8 Jul 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)
  • Liverpool Victoria Life Company Limited (no longer approved here)

    FRN 110423

    • CF21 Investment Adviser (20 May 2002 to 8 Jul 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)

Recent activity

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

No changes recorded yet.