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
    • [FCA CF] Client dealing (since 7 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2026)
  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • [FCA CF] Functions requiring qualifications (8 Apr 2025 to 19 Dec 2025)
    • [FCA CF] Client dealing (8 Apr 2025 to 19 Dec 2025)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • Appointed representative dealing with clients for which they require qualification (25 Aug 2023 to 31 Mar 2025)
    • [FCA CF] Client dealing (25 Aug 2023 to 31 Mar 2025)
    • CF30 Customer (22 Aug 2023 to 31 Mar 2025)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (10)Employed By (22 Aug 2023 to 31 Mar 2025)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (10)Employed By at Taylored Advice Group Limited