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Matthew Goodley

Matthew Goodley of MG Asset Planning Ltd is based in Mountain Ash. Matthew has up to 19 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Mulberry Wealth Management Limited02/10/2012 to 01/07/2021
Burns-Anderson Limited07/07/2011 to 02/07/2012
B-A Financial Ltd07/07/2011 to 02/07/2012
Quilter Financial Planning Solutions Limited25/03/2011 to 08/08/2011
The Clarkson Hill Group plc19/05/2009 to 03/12/2010
National Westminster Bank Plc13/08/2008 to 20/03/2009
Henstaff Mortgages & Loans Limited31/10/2004 to 01/08/2008
My Pension Expert