Jonathan Edward Taylor

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

    • (48)Employed By (since 24 Jun 2025)
  • Lyncombe Consultants Limited

    FRN 618025

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 18 Feb 2021)
    • CF30 Customer (since 18 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 30 Dec 2020)
    • [FCA CF] Client dealing (since 30 Dec 2020)
  • Taylored Advice Group Limited

    FRN 937284

    • Employed By (since 18 Feb 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (2 Jul 2020 to 30 Dec 2020)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (2 Jul 2020 to 30 Dec 2020)
  • Birch Financial Solutions Ltd (no longer approved here)

    FRN 574852

    • Employed By (2 Jul 2020 to 30 Dec 2020)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2020)
    • CF1 Director (AR) (31 Mar 2016 to 30 Dec 2020)
    • CF2 Non Executive Director (17 Oct 2013 to 8 Dec 2019)
    • CF4 Partner (AR) (6 Sep 2010 to 30 Dec 2020)
    • CF30 Customer (6 Sep 2010 to 30 Dec 2020)
  • Parker Castle Limited (no longer approved here)

    FRN 163031

    • (22)Employed By (31 Mar 2016 to 30 Dec 2020)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF4 Partner (AR) (27 Jan 2010 to 28 Aug 2010)
    • CF30 Customer (1 Nov 2007 to 28 Aug 2010)
    • CF7 Sole Trader (AR) (1 Jun 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Jonathan & Carole Taylor (no longer approved here)

    FRN 214980

    • (9)Employed By (1 Dec 2001 to 30 Dec 2020)

Recent activity

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

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