Matthew James Storey

Last updated
3 weeks ago
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Where they hold approval

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

  • McKenzie Wealth Management Ltd (no longer approved here)

    FRN 505484

    • (1)Employed By (18 Nov 2021 to 19 Apr 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2024)
    • CF1 Director (AR) (20 Mar 2014 to 6 Jan 2022)
    • CF4 Partner (AR) (9 Dec 2011 to 20 Mar 2014)
    • CF30 Customer (1 Nov 2007 to 19 Apr 2024)
    • CF21 Investment Adviser (16 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Aug 2005 to 16 Jan 2006)
    • CF7 Sole Trader (AR) (19 Aug 2005 to 5 Sep 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 2 Sep 2005)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

No changes recorded yet.