Andrew Latham

Last updated
2 weeks ago
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Where they hold approval

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

  • Lync Wealth Management Limited

    FRN 1021927

    • (2)Employed By (since 24 Apr 2026)
  • Lyncombe Consultants Limited

    FRN 618025

    • 11. Pension transfer specialist
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 27 May 2020)
    • [FCA CF] Client dealing (since 27 May 2020)
    • CF30 Customer (since 26 May 2020)
  • Scott Financial Ltd

    FRN 216344

    • (5)Employed By (since 25 Jun 2018)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (28 Feb 2019 to 23 May 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (14 May 2012 to 20 Jul 2018)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 13 Jun 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • The Independent Mortgage Co. Ltd (no longer approved here)

    FRN 211126

    • (7)Employed By (1 Dec 2001 to 13 Jun 2012)

Recent activity

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

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