Matthew David Pattison

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 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)
    • 9A. Advising on P2P agreements
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 11 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (since 11 Nov 2024)
    • CF30 Customer (since 30 Oct 2024)
  • Darwin Wealth Management Ltd

    FRN 569771

    • Employed By (since 30 Oct 2024)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Sep 2024)
    • CF1 Director (AR) (21 Sep 2016 to 13 Sep 2024)
    • CF30 Customer (21 Sep 2016 to 13 Sep 2024)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • CF30 Customer (1 Nov 2007 to 12 Jul 2016)
    • CF22 Investment Adviser (Trainee) (26 Feb 2007 to 31 Oct 2007)
  • Stretton Manor Independent Financial Advisers (no longer approved here)

    FRN 200410

    • Employed By (18 Nov 2003 to 2 Sep 2005)

Recent activity

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

No changes recorded yet.