Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lyncombe Consultants Limited
FRN 618025
- 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 3 Sep 2025)
- Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
- CF30 Customer (since 2 Sep 2025)
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Factor Financial Planning Limited
FRN 1005406
- (1)Employed By (since 2 Sep 2025)
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- [FCA CF] Client dealing (16 Sep 2024 to 6 Jun 2025)
- [FCA CF] Functions requiring qualifications (16 Sep 2024 to 6 Jun 2025)
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- (199)Employed By (16 Dec 2015 to 8 Mar 2018)
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- CF30 Customer (16 Dec 2015 to 8 Mar 2018)
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- CF30 Customer (6 Nov 2014 to 12 Oct 2015)
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- CF30 Customer (5 Aug 2013 to 1 Oct 2014)
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- CF30 Customer (1 Nov 2007 to 5 Nov 2007)
- CF21 Investment Adviser (26 Jul 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (6 Sep 2005 to 26 Jul 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.