Matthew Lloyd Jones

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Finli (G&P) Ltd

    FRN 142752

    • 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 7 Jul 2025)
    • CF30 Customer (since 6 Jul 2025)
  • Finli (PDB) Ltd

    FRN 802430

    • (2)Employed By (since 6 Jul 2025)

Recent activity

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

  1. controlled function removed: Employed By at Finli (PDB) Ltd

  2. controlled function added: (2)Employed By at Finli (PDB) Ltd