Matthew Robert Bell

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • HANBURY WEALTH MANAGEMENT LIMITED

    FRN 757991

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 1 Sep 2023)
    • [FCA CF] Client dealing (since 1 Sep 2023)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Client dealing (1 Mar 2021 to 28 Jul 2023)
    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 28 Jul 2023)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (28 Feb 2020 to 26 Feb 2021)
    • [FCA CF] Client dealing (28 Feb 2020 to 26 Feb 2021)
    • CF30 Customer (26 Jun 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (2 Jan 2013 to 6 Mar 2016)
    • CF21 Investment Adviser (29 Nov 2005 to 6 Jul 2007)
    • CF22 Investment Adviser (Trainee) (28 Jan 2005 to 29 Nov 2005)
  • Ingard Independent Financial Management LLP (no longer approved here)

    FRN 460094

    • CF30 Customer (30 Jan 2008 to 31 Oct 2010)
    • CF4 Partner (30 Aug 2007 to 31 Oct 2010)

Recent activity

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

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