Matthew David Wagener

Watch for changes

Where they hold approval

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

Pension Income Planning Limited (no longer approved here)
FRN 713438
- (1)CF30 Customer (9 Oct 2018 to 3 Dec 2018)
GODDARD PERRY CONSULTING LIMITED (no longer approved here)
FRN 125376
- CF30 Customer (7 Sep 2015 to 9 Jun 2017)
C R Toogood Financial Planning Limited (no longer approved here)
FRN 588883
- Employed By (22 Dec 2014 to 31 Jul 2015)
PROFILE FINANCIAL SOLUTIONS LTD (no longer approved here)
FRN 596398
- CF30 Customer (28 Apr 2014 to 4 Jun 2014)
Brooks Macdonald Asset Management Limited (no longer approved here)
FRN 184918
- CF30 Customer (1 Nov 2007 to 29 Feb 2008)
- CF21 Investment Adviser (10 Jul 2007 to 31 Oct 2007)

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

1 day ago
controlled function added: (1)CF30 Customer at Pension Income Planning Limited

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.