Matthew John Freer

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 14 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 20 Jun 2013)
  • Freer Financial Planning Ltd

    FRN 956246

    • (2)Employed By (since 14 Sep 2021)
  • Albrighton Wealth Management Limited (no longer approved here)

    FRN 214281

    • (8)Employed By (7 Mar 2019 to 8 Dec 2021)
  • Charnwood Wealth Management Limited (no longer approved here)

    FRN 468839

    • Employed By (20 Jun 2013 to 7 Mar 2019)

Recent activity

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

  1. controlled function removed: Employed By at Albrighton Wealth Management Limited

  2. controlled function added: (8)Employed By at Albrighton Wealth Management Limited