Matthew James Sharp

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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 23 Feb 2024)
    • CF30 Customer (since 23 Feb 2024)
    • [FCA CF] Client dealing (since 6 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 6 Nov 2023)
  • Sharp Financial Planning Ltd

    FRN 1009782

    • (1)Employed By (since 23 Feb 2024)
  • NFU Mutual Select Investments Limited (no longer approved here)

    FRN 582519

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Oct 2023)
    • CF30 Customer (1 Aug 2016 to 8 Dec 2019)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF30 Customer (10 Jun 2014 to 31 Jul 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (5 Mar 2010 to 27 Sep 2013)

Recent activity

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

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