Matthew Penson

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.

  • SFIA Wealth Management Limited

    FRN 621884

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 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 1 Feb 2026)
    • [FCA CF] Client dealing (since 1 Feb 2026)
  • Eastwood Financial Solutions Ltd (no longer approved here)

    FRN 514308

    • [FCA CF] Client dealing (1 Apr 2020 to 2 Feb 2026)
    • [FCA CF] Functions requiring qualifications (1 Apr 2020 to 2 Feb 2026)
    • CF30 Customer (1 Jun 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.