Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lync Wealth Management Limited
FRN 1021927
- (72)Employed By (since 14 Mar 2025)
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Lyncombe Consultants Limited
FRN 618025
- 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 16 Jan 2025)
- [FCA CF] Client dealing (since 13 Jan 2023)
- [FCA CF] Functions requiring qualifications (since 13 Jan 2023)
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- (15)Employed By (16 Jan 2025 to 14 Mar 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2023)
- CF30 Customer (22 Dec 2010 to 3 Jan 2023)
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- (19)Employed By (22 Dec 2010 to 3 Jan 2023)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Taylored Advice Group Limited
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controlled function added: (15)Employed By at Taylored Advice Group Limited