Lee Malcolm Trimby

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.

  • 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)
    • [FCA CF] Client dealing (since 14 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2025)
    • CF30 Customer (since 4 Dec 2024)
  • Lync Wealth Management Limited

    FRN 1021927

    • (80)Employed By (since 14 Mar 2025)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (4 Dec 2024 to 14 Mar 2025)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • [FCA CF] Client dealing (19 Apr 2022 to 20 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (19 Apr 2022 to 20 Oct 2025)
    • CF30 Customer (4 Apr 2022 to 20 Oct 2025)
  • Bright Star Wealth Ltd (no longer approved here)

    FRN 919488

    • Employed By (4 Apr 2022 to 10 Nov 2025)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 22 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Apr 2022)
    • CF30 Customer (29 Apr 2015 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 22 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Apr 2022)
    • CF30 Customer (29 Apr 2015 to 8 Dec 2019)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (23 Jan 2013 to 7 Oct 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (4 Mar 2003 to 31 Oct 2007)

Recent activity

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

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