Lee Raymond Fellows

• 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 18 Apr 2024)
  • Appointed representative dealing with clients for which they require qualification (since 18 Apr 2024)
  • CF30 Customer (since 18 Apr 2024)
• Purity Financial Services Limited

  FRN 842066

  • (2)Employed By (since 18 Apr 2024)
• 2 Plan Wealth Management Limited (no longer approved here)

  FRN 461598

  • Appointed representative dealing with clients for which they require qualification (23 Aug 2021 to 21 Mar 2024)
  • CF30 Customer (1 Apr 2021 to 21 Mar 2024)
  • CF1 Director (AR) (1 Apr 2021 to 21 Mar 2024)
  • [FCA CF] Client dealing (13 Oct 2020 to 23 Aug 2021)
  • [FCA CF] Functions requiring qualifications (13 Oct 2020 to 23 Aug 2021)
• ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 144519

  • [FCA CF] Client dealing (9 Dec 2019 to 3 Sep 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Sep 2020)
• Grant Thornton UK LLP (no longer approved here)

  FRN 231791

  • CF30 Customer (27 May 2017 to 29 Nov 2019)
• Gallagher Risk & Reward Limited (no longer approved here)

  FRN 184711

  • CF30 Customer (12 Jan 2016 to 12 May 2017)
• HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED (no longer approved here)

  FRN 197340

  • CF30 Customer (1 Aug 2014 to 16 Sep 2015)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (29 May 2014 to 27 Jun 2014)
• Four Oaks Financial Services Limited (no longer approved here)

  FRN 616095

  • (20)Employed By (9 May 2014 to 20 Jan 2016)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (12 Dec 2007 to 6 Jul 2012)

No changes recorded yet.