Matthew Joseph Slessor

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 13 Feb 2023)
    • CF1 Director (AR) (since 30 Jan 2023)
    • CF30 Customer (since 30 Jan 2023)
    • [FCA CF] Client dealing (28 Nov 2022 to 13 Feb 2023)
    • [FCA CF] Functions requiring qualifications (28 Nov 2022 to 13 Feb 2023)
  • Matthew Slessor Wealth Management Limited

    FRN 989551

    • (3)Employed By (since 30 Jan 2023)
  • ARMSTRONG WATSON FINANCIAL PLANNING LTD (no longer approved here)

    FRN 542122

    • [FCA CF] Client dealing (17 Aug 2020 to 18 Nov 2022)
    • [FCA CF] Functions requiring qualifications (17 Aug 2020 to 18 Nov 2022)
    • CF30 Customer (8 Mar 2012 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (30 Jun 2009 to 1 Feb 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.