Matthew Young

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.

  • Advanta Wealth Ltd

    FRN 605977

    • 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 18 Aug 2021)
    • [FCA CF] Client dealing (since 18 Aug 2021)
  • Alexander Beard Investment Management Limited (no longer approved here)

    FRN 225566

    • [FCA CF] Client dealing (9 Dec 2019 to 13 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Apr 2021)
    • CF30 Customer (23 Aug 2018 to 13 Apr 2021)

Recent activity

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

No changes recorded yet.