David Winnard

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.

  • Lyncombe Consultants Limited

    FRN 618025

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • CF30 Customer (since 24 Jul 2025)
    • [FCA CF] Client dealing (since 30 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Nov 2020)
  • Lync Wealth Management Limited

    FRN 1021927

    • (33)Employed By (since 24 Jul 2025)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (9 Sep 2014 to 19 Jul 2019)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (693)Employed By (9 Sep 2014 to 24 Nov 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 25 Oct 2002)

Recent activity

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

No changes recorded yet.