Welcome to MTFA

Matthew Tumbridge Financial Advice Ltd trading as MTFA (FCA no. 1009102) is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority (FCA No. 153566).

Matthew Tumbridge individual FCA reference: MXT00217

Phone: 0800 422 08 83

Postal address: MTFA, Iveco House, The Junction, Station Rd, Watford WD17 1ET.

Previous address: The Wheelhouse, 3-5 Rickmansworth Road, Watford, WD18 0GX.

Registered office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

Emails:

• action@mtfa.co.uk for all customer service and administration
• platforms@mtfa.co.uk for all investment actions, payments and transactions, transfers and related forms

Key dates:

• January: CPD review
• June: Statement of professional standing
• July: F&P Annual check
• August: RAG status update
• September: FCA Levy
• Varies:
  • Role play - 9 months
  • T&C Update - 6 months