Matthew Taylor

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Jul 2015)
    • CF30 Customer (since 24 Jul 2015)
  • Taylor Financial Solutions Limited

    FRN 710294

    • (2)Employed By (since 24 Jul 2015)
  • Townends Wealth Management Ltd (no longer approved here)

    FRN 414825

    • Employed By (15 Jan 2009 to 4 Nov 2014)
  • Horbury Financial Services Limited (no longer approved here)

    FRN 225007

    • CF21 Investment Adviser (23 Feb 2004 to 28 Apr 2005)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (20 Mar 2003 to 12 Sep 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Mar 2003)

Recent activity

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

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