Matthew Stephen Allmond

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 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] Manager of certification employee (since 12 Apr 2024)
    • [FCA CF] Client dealing (since 9 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Feb 2024)
  • Lycetts Financial Services Limited (no longer approved here)

    FRN 121418

    • [FCA CF] Functions requiring qualifications (3 Aug 2022 to 10 Oct 2023)
    • [FCA CF] Client dealing (3 Aug 2022 to 10 Oct 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (7 May 2021 to 22 Jul 2022)
    • CF30 Customer (19 Apr 2021 to 22 Jul 2022)
  • Northern Spire Limited (no longer approved here)

    FRN 212906

    • (6)Employed By (19 Apr 2021 to 22 Jul 2022)

Recent activity

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

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