Matthew Smith

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.

  • Twelve Wealth Management Limited

    FRN 623784

    • Employed By (since 27 Oct 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 28 Nov 2016)
    • CF1 Director (AR) (28 Nov 2016 to 29 Oct 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (30 Aug 2013 to 6 Mar 2016)
  • Argentis Wealth Management Ltd (no longer approved here)

    FRN 419331

    • CF30 Customer (3 Jan 2010 to 22 Dec 2010)

Recent activity

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

No changes recorded yet.