Matthew James Thomas

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 11. Pension transfer specialist
    • 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)
    • CF1 Director (AR) (since 23 Apr 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 15 May 2015)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 23 Apr 2020)
  • Private & Commercial Lifetime Partners Limited

    FRN 200847

    • (2)Employed By (since 8 May 2015)

Recent activity

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

  1. controlled function removed: Employed By at Private & Commercial Lifetime Partners Limited

  2. controlled function added: (2)Employed By at Private & Commercial Lifetime Partners Limited