Gillian Clare Lynes

Last updated
2 days ago
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Where they hold approval

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

  • CB FINANCIAL ADVISERS LLP

    FRN 489484

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 25 Feb 2016)
  • Coole Bevis Wealth Management Ltd

    FRN 515456

    • Employed By (since 3 Mar 2016)
  • Bennett Griffin Wealth Management Limited (no longer approved here)

    FRN 727491

    • Employed By (3 Mar 2016 to 22 Sep 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (20 Feb 2014 to 3 Jun 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (23 Oct 2008 to 30 Apr 2009)

Recent activity

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

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