Matthew James Holland

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.

  • ASSURED PRIVATE WEALTH LTD

    FRN 718755

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF16 Compliance Oversight (since 9 Mar 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Mar 2026)
    • Responsible for Insurance Distribution (since 2 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 16 Apr 2024)
    • [FCA CF] Client dealing (since 16 Apr 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (5 Aug 2016 to 8 Dec 2019)
  • True Potential Wealth Management LLP

    FRN 529810

    • 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
    • [FCA CF] Client dealing (since 29 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 29 Aug 2024)

Recent activity

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

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