Matthew James Amesbury

Last updated
1 week ago
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Where they hold approval

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

  • PURELY FINANCIAL LIMITED

    FRN 799761

    • 11. Pension transfer specialist
    • 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
    • SMF3 Executive Director (since 10 May 2024)
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2021)
    • [FCA CF] Client dealing (since 3 Apr 2021)
  • TRINITY GLOBAL CAPITAL UK LTD (no longer approved here)

    FRN 523393

    • [FCA CF] Functions requiring qualifications (27 Feb 2024 to 17 May 2024)
    • [FCA CF] Client dealing (27 Feb 2024 to 17 May 2024)
  • Pensionhelp Limited (no longer approved here)

    FRN 754665

    • [FCA CF] Client dealing (7 May 2020 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (7 May 2020 to 30 Apr 2021)
    • CF30 Customer (25 May 2018 to 22 Nov 2019)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • [FCA CF] Functions requiring qualifications (18 Dec 2019 to 13 Mar 2020)

Recent activity

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

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