Matthew John Curzon

Watch for changes

Where they hold approval

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

Personal Touch Financial Services Limited
FRN 187834
- CF1 Director (AR) (since 23 Nov 2022)
Phoenix Life and Mortgages Limited
FRN 986563
- (2)Employed By (since 23 Nov 2022)
St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 24 Sep 2013)
- CF30 Customer (since 24 Jul 2012)
Curzon Wealth Management Limited
FRN 585168
- Employed By (since 24 Jul 2012)
Lloyds Bank PLC (no longer approved here)
FRN 119278
- CF30 Customer (1 Nov 2007 to 27 Jul 2012)
- CF21 Investment Adviser (23 Oct 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (10 Aug 2004 to 23 Oct 2006)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.