Matthew David Phillips

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • CG Wealth Planning Limited

    FRN 594155

    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (2 Dec 2020 to 29 Nov 2023)
    • [FCA CF] Client dealing (2 Dec 2020 to 29 Nov 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Nov 2025)
    • Responsible for Insurance Mediation (21 Nov 2014 to 30 Sep 2018)
    • CF1 Director (10 Oct 2014 to 8 Dec 2019)
    • CF30 Customer (7 Aug 2013 to 8 Dec 2019)
    • CF29 Significant management (7 Aug 2013 to 10 Oct 2014)
  • Clear Financial Management Ltd (3214) (no longer approved here)

    FRN 207691

    • Employed By (12 Jun 2003 to 14 Jan 2004)

Recent activity

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

No changes recorded yet.