Matthew Jameson Pallatt-Taylor

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.

  • Beyond Advice Group Ltd

    FRN 830162

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 20 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 20 Mar 2026)
  • M3 Financial Solutions Limited

    FRN 428736

    • 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)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 30 May 2025)
    • SMF16 Compliance Oversight (since 30 May 2025)
    • [FCA CF] Functions requiring qualifications (since 12 Mar 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Oct 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (4 Apr 2005 to 31 Mar 2009)
    • CF1 Director (4 Apr 2005 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Apr 2005 to 28 Jan 2019)
    • CF11 Money Laundering Reporting (4 Apr 2005 to 28 Jan 2019)
    • CF21 Investment Adviser (4 Apr 2005 to 31 Oct 2007)
    • Responsible for Insurance Mediation (4 Apr 2005 to 28 Jan 2019)
  • Direct Life and Pension Services Limited (no longer approved here)

    FRN 155312

    • CF1 Director (AR) (31 Oct 2004 to 23 May 2005)
  • M3 Direct Solutions Ltd (no longer approved here)

    FRN 410535

    • (1)Employed By (31 Oct 2004 to 23 May 2005)

Recent activity

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

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