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
- (70)Employed By (since 14 Mar 2025)
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Lyncombe Consultants Limited
FRN 618025
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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
- CF30 Customer (since 16 Dec 2024)
- [FCA CF] Client dealing (since 9 Dec 2022)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2022)
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- (16)Employed By (16 Dec 2024 to 14 Mar 2025)
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- Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 29 Jul 2020)
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- Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 8 Dec 2022)
- CF30 Customer (8 Jul 2020 to 8 Dec 2022)
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- CF22 Investment Adviser (Trainee) (11 Sep 2006 to 19 Sep 2007)
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: (16)Employed By at Taylored Advice Group Limited