Matthew Newberry

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.

  • Sense Network Limited

    FRN 465124

    • 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 10 Dec 2021)
    • CF30 Customer (since 10 Dec 2021)
    • [FCA CF] Client dealing (since 10 Dec 2021)
  • ScottLee Financial Planning LLP

    FRN 926004

    • (10)Employed By (since 10 Dec 2021)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
    • CF30 Customer (27 Sep 2012 to 30 Sep 2021)
  • Create Financial Management LLP (no longer approved here)

    FRN 229237

    • Employed By (27 Sep 2012 to 30 Sep 2021)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (6 Jul 2010 to 2 Jul 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 26 Mar 2003)

Recent activity

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

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