Matthew Gregory Tonkin

Last updated
2 weeks ago
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Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 28 Mar 2023)
    • CF30 Customer (since 21 Mar 2023)
    • [FCA CF] Functions requiring qualifications (10 Oct 2022 to 28 Mar 2023)
    • [FCA CF] Client dealing (10 Oct 2022 to 28 Mar 2023)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (1 May 2022 to 29 Jun 2022)
    • [FCA CF] Functions requiring qualifications (5 Jan 2021 to 30 Sep 2022)
    • [FCA CF] Client dealing (5 Jan 2021 to 30 Sep 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (13 Jan 2020 to 31 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (13 Jan 2020 to 31 Dec 2020)
  • Bespoke Financial Guidance Ltd (no longer approved here)

    FRN 502836

    • Employed By (13 Jan 2020 to 31 Dec 2020)
  • Brooks Financial Planning Limited (no longer approved here)

    FRN 830139

    • Employed By (16 Feb 2019 to 19 Jun 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (26 Sep 2018 to 19 Jun 2019)
  • Brooks Financial Planning Ltd (no longer approved here)

    FRN 493017

    • Employed By (26 Sep 2018 to 19 Jun 2019)

Recent activity

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

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