Matthew Tallant

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.

  • Clayton Holmes Naisbitt Financial Consultancy LLP

    FRN 485351

    • 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 6 Sep 2021)
    • [FCA CF] Client dealing (since 6 Sep 2021)
  • Prosperis Limited (no longer approved here)

    FRN 223586

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2021)
    • CF30 Customer (31 Jul 2018 to 8 Dec 2019)
  • Bartlett Wealth Management Ltd (no longer approved here)

    FRN 114800

    • CF30 Customer (27 Oct 2016 to 25 Jul 2018)

Recent activity

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

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