Matthew Patrick Trevelyan Rich

• Argentis Wealth Management Ltd

  FRN 419331

  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (7 Feb 2018 to 9 Aug 2019)
• UNIQ FAMILY WEALTH LIMITED (no longer approved here)

  FRN 594440

  • CF30 Customer (10 Jul 2017 to 22 Jan 2018)
• Fairey Associates Ltd (no longer approved here)

  FRN 481350

  • CF30 Customer (1 Oct 2013 to 10 Jan 2014)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (2 Apr 2012 to 24 Aug 2012)
  • CF1 Director (AR) (2 Apr 2012 to 24 Aug 2012)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF1 Director (AR) (20 Sep 2011 to 1 Apr 2012)
  • CF30 Customer (6 Jul 2011 to 1 Apr 2012)
• Alan Seward Financial Solutions Limited. (no longer approved here)

  FRN 562538

  • Employed By (17 Aug 2011 to 24 Aug 2012)
• Owen and Associates (no longer approved here)

  FRN 146808

  • CF30 Customer (24 Mar 2009 to 24 Jun 2011)
• Alan Seward Financial Services Ltd (no longer approved here)

  FRN 171337

  • Employed By (24 Mar 2009 to 9 Aug 2019)
• Chase de Vere Independent Financial Advisers limited (no longer approved here)

  FRN 137914

  • CF30 Customer (1 Nov 2007 to 6 Mar 2009)
  • CF21 Investment Adviser (3 Sep 2007 to 31 Oct 2007)

No changes recorded yet.