James Anderson

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.

  • Lync Wealth Management Limited

    FRN 1021927

    • (67)Employed By (since 26 Mar 2025)
  • 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
    • CF30 Customer (since 25 Mar 2025)
    • [FCA CF] Client dealing (since 5 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2024)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (25 Mar 2025 to 26 Mar 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (16 Feb 2023 to 2 Jan 2024)
    • CF30 Customer (14 Jun 2019 to 2 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
    • CF30 Customer (17 Nov 2011 to 31 Dec 2012)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (30 Apr 2013 to 23 Dec 2016)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (686)Employed By (30 Apr 2013 to 23 Dec 2016)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (20 Jan 2004 to 15 Dec 2005)
    • CF22 Investment Adviser (Trainee) (2 Oct 2003 to 20 Jan 2004)

Recent activity

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

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