Matthew David Wreford

Watch for changes

Where they hold approval

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

St. James's Place Wealth Management Plc (no longer approved here)
FRN 195351
- CF30 Customer (3 Jan 2019 to 27 Mar 2019)
- CF1 Director (AR) (29 Jan 2016 to 24 Nov 2017)
WB Wealth Limited (no longer approved here)
FRN 623150
- Employed By (3 Jan 2019 to 27 Mar 2019)
Clearwater Wealth Management (no longer approved here)
FRN 401714
- Employed By (15 Nov 2017 to 1 Feb 2018)
Home Counties Wealth Management Limited (no longer approved here)
FRN 591977
- Employed By (29 Jan 2016 to 1 Feb 2018)

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

No changes recorded yet.

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.