Where they hold approval

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

  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • CF30 Customer (24 Feb 2021 to 31 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (30 Dec 2020 to 31 Mar 2023)
    • [FCA CF] Client dealing (30 Dec 2020 to 31 Mar 2023)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (4)Employed By (24 Feb 2021 to 31 Mar 2023)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (14 Aug 2013 to 30 Dec 2020)
    • CF1 Director (AR) (14 Aug 2013 to 21 Apr 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF1 Director (AR) (17 Jan 2013 to 12 Sep 2013)
    • CF30 Customer (10 Jan 2013 to 12 Sep 2013)
  • Parker Castle Limited (no longer approved here)

    FRN 163031

    • (17)Employed By (10 Jan 2013 to 30 Dec 2020)

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: (4)Employed By at Taylored Advice Group Limited