Matthew Holt Bennett

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.

  • ValidPath Limited

    FRN 197107

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 18 Mar 2025)
    • CF1 Director (AR) (since 21 Feb 2025)
    • CF30 Customer (since 21 Feb 2025)
  • XV WEALTH LIMITED

    FRN 1024961

    • Employed By (since 21 Feb 2025)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Client dealing (6 Mar 2024 to 14 Mar 2025)
    • [FCA CF] Functions requiring qualifications (6 Mar 2024 to 14 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (17 Oct 2023 to 14 Dec 2023)
    • CF30 Customer (17 Oct 2023 to 14 Dec 2023)
  • Bennett & Associates Wealth Management Limited (no longer approved here)

    FRN 1003819

    • Employed By (17 Oct 2023 to 14 Dec 2023)

Recent activity

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

No changes recorded yet.