Adam Kyle McLachlan

Last updated
1 day ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Three Counties Limited

    FRN 145005

    • 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 20 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Oct 2025)
  • WPS ADVISORY Ltd (no longer approved here)

    FRN 624546

    • [FCA CF] Client dealing (21 Mar 2025 to 25 Jul 2025)
    • [FCA CF] Functions requiring qualifications (21 Mar 2025 to 25 Jul 2025)
  • David Ridley (no longer approved here)

    FRN 215953

    • Employed By (26 Sep 2024 to 24 Feb 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (26 Sep 2024 to 24 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (23 Apr 2024 to 19 Jun 2024)
  • Joseph Bonallie (no longer approved here)

    FRN 226301

    • (1)Employed By (12 Apr 2024 to 19 Jun 2024)
  • Lowes Financial Management Limited (no longer approved here)

    FRN 114650

    • [FCA CF] Functions requiring qualifications (13 Feb 2020 to 31 Mar 2023)
    • [FCA CF] Client dealing (13 Feb 2020 to 31 Mar 2023)

Recent activity

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

No changes recorded yet.