Matthew Taylor

Last updated
4 days ago
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Where they hold approval

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

  • New Leaf Distribution Limited

    FRN 460421

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (since 7 Apr 2026)
    • CF1 Director (AR) (since 4 Apr 2026)
    • CF30 Customer (since 4 Apr 2026)
  • Taylored Financial Advice Limited

    FRN 1053110

    • Employed By (since 4 Apr 2026)
  • KEY FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 841524

    • [FCA CF] Client dealing (15 Aug 2023 to 25 Feb 2026)
    • [FCA CF] Functions requiring qualifications (15 Aug 2023 to 25 Feb 2026)
  • Henwood Court Financial Planning Limited (no longer approved here)

    FRN 417707

    • [FCA CF] Client dealing (1 Mar 2022 to 5 Apr 2023)
    • [FCA CF] Functions requiring qualifications (1 Mar 2022 to 5 Apr 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2022)
    • CF30 Customer (6 Jun 2019 to 28 Feb 2022)
  • JDA Wealth Ltd (no longer approved here)

    FRN 175318

    • (12)Employed By (6 Jun 2019 to 28 Feb 2022)

Recent activity

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

No changes recorded yet.