Matthew Wiliam Kidd

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.

  • AEQUITAS WEALTH MANAGEMENT LIMITED

    FRN 1009509

    • SMF3 Executive Director (since 20 Jan 2025)
  • William James Financial Services Limited

    FRN 970913

    • 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] Client dealing (since 27 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2023)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • [FCA CF] Functions requiring qualifications (23 Feb 2021 to 28 May 2022)
    • [FCA CF] Client dealing (23 Feb 2021 to 28 May 2022)
    • CF30 Customer (30 May 2019 to 8 Dec 2019)

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

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