Matthew Preston

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.

  • KFP Investment Solutions Limited

    FRN 647157

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • [FCA CF] Client dealing (since 9 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (19 Mar 2015 to 8 Dec 2019)
    • CF30 Customer (19 Mar 2015 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF4 Partner (AR) (6 Sep 2012 to 13 Apr 2015)
    • CF30 Customer (6 Sep 2012 to 13 Apr 2015)
  • Key Financial Partnership (no longer approved here)

    FRN 206598

    • Employed By (6 Sep 2012 to 13 Apr 2015)
  • Mark Owen (no longer approved here)

    FRN 186021

    • (7)Employed By (15 May 2001 to 15 Jan 2003)

Recent activity

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

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