Matthew James Baker

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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 6 Jun 2025)
    • CF30 Customer (since 29 May 2025)
  • Sherwood Independent Financial Planning Ltd

    FRN 1007866

    • (1)Employed By (since 29 May 2025)
  • Stonebridge Mortgage Solutions Ltd

    FRN 454811

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 22 Jul 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
    • CF30 Customer (14 Jul 2016 to 19 Jul 2024)

Recent activity

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

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