Lyncombe Consultants Limited

Date authorised
11 August 2014
Companies House
06030940
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Adviser Services Holdings Ltd
    Brookdale Centre
    Manchester Road
    Knutsford
    Cheshire East
    WA16 0SR
    UNITED KINGDOM
    Phone
    +4401565658840
    Web
    https://www.lyncombeconsultants.co.uk

  • Complaints Contact

    Adviser Services Holdings Ltd
    Brookdale Centre
    Manchester Road
    Knutsford
    Cheshire East
    WA16 0SR
    UNITED KINGDOM
    Phone
    +4401565658840

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Credit Score Services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Iwan Roberts

    IRN HIR01001

    • [FCA CF] Client dealing (17 Jul 2020 to 28 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (17 Jul 2020 to 28 Apr 2023)
    • CF30 Customer (10 Jul 2020 to 28 Apr 2023)
    • CF1 Director (AR) (10 Jul 2020 to 28 Apr 2023)
  • James Alexander Scott

    IRN JXS76803

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 27 May 2020)
    • Appointed representative dealing with clients for which they require qualification (since 27 May 2020)
    • CF30 Customer (since 28 Apr 2020)
  • James Anderson

    IRN JXA00072

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 25 Mar 2025)
    • [FCA CF] Client dealing (since 5 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2024)
  • James Duncan Fox

    IRN JDF00012

    • 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)
    • CF30 Customer (since 6 Aug 2025)
    • [FCA CF] Client dealing (since 30 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Nov 2020)
  • James Edward Stanley

    IRN JES00034

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (1 May 2015 to 30 Sep 2022)
    • CF30 Customer (1 May 2015 to 30 Sep 2022)
  • James Weston

    IRN JAW01289

    • 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 3 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 3 Dec 2024)
    • CF1 Director (AR) (since 22 Oct 2024)
    • CF30 Customer (since 22 Oct 2024)
  • Jason Kieran Jory Bosworth

    IRN JXB67498

    • Appointed representative dealing with clients for which they require qualification (28 Jul 2021 to 7 Nov 2021)
    • [FCA CF] Client dealing (28 Jul 2021 to 7 Nov 2021)
    • CF30 Customer (23 Jul 2021 to 7 Nov 2021)
  • Jason Paul Kirk

    IRN JXK16758

    • SMF17 Money Laundering Reporting Officer (MLRO) (28 May 2021 to 12 Dec 2024)
    • Responsibility for MCD Intermediation (28 May 2021 to 12 Dec 2024)
    • Responsible for Insurance Distribution (28 May 2021 to 12 Dec 2024)
    • SMF16 Compliance Oversight (28 May 2021 to 12 Dec 2024)
    • SMF3 Executive Director (28 May 2021 to 12 Dec 2024)
  • Jennifer Jean Riley

    IRN JXR00636

    • CF30 Customer (since 8 Oct 2025)
  • Jessica Sophie Lines

    IRN JXL00419

    • CF30 Customer (20 Sep 2023 to 8 Jul 2024)
    • [FCA CF] Client dealing (8 Jun 2023 to 20 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (1 Oct 2021 to 8 Jul 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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