Matthew Paul Evans

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

    • 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] Client dealing (since 7 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 7 Sep 2020)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (14 Oct 2014 to 21 Sep 2015)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • CF30 Customer (8 Apr 2008 to 31 Oct 2014)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 4 Mar 2008)
    • CF22 Investment Adviser (Trainee) (24 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.