Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 29 Jul 2025)
    • CF1 Director (AR) (since 3 Jul 2025)
    • CF30 Customer (since 3 Jul 2025)
    • (1)Employed By (since 3 Jul 2025)
    • (1)Employed By (23 Aug 2018 to 20 Dec 2019)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (11 Jan 2024 to 28 Jul 2025)
    • [FCA CF] Functions requiring qualifications (11 Jan 2024 to 28 Jul 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (16 Dec 2019 to 4 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (16 Dec 2019 to 4 Jan 2024)

Recent activity

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

No changes recorded yet.