Jonathan Brett Lanceley

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.

  • Lincoln Private Investment Office LLP

    FRN 613327

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 19 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 19 Oct 2020)
    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (7 May 2019 to 8 Dec 2019)
    • CF30 Customer (7 May 2019 to 8 Dec 2019)
  • MKS FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 118061

    • CF21 Investment Adviser (1 Dec 2001 to 4 Oct 2002)

Recent activity

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

No changes recorded yet.