Martin James Lindsey

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Brooks Macdonald Asset Management Limited

    FRN 184918

    • 11. Pension transfer specialist
    • 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)
    • SMF18 Other Overall Responsibility (since 18 Nov 2025)
    • [FCA CF] Client dealing (since 1 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2025)
    • [FCA CF] Manager of certification employee (since 3 Mar 2023)
    • [FCA CF] Material risk taker (25 Apr 2023 to 30 Jun 2025)
  • LIFT-Financial Ltd

    FRN 471394

    • Responsibility for MCD Intermediation (since 18 Nov 2025)
    • Responsible for Insurance Distribution (since 18 Nov 2025)
    • SMF3 Executive Director (since 18 Nov 2025)
  • Adroit Financial Planning Limited

    FRN 579324

    • SMF3 Executive Director (since 18 Nov 2025)
  • CST Wealth Management Limited

    FRN 602496

    • Responsibility for MCD Intermediation (since 18 Nov 2025)
    • SMF3 Executive Director (since 18 Nov 2025)
  • LIFT-Advice Ltd

    FRN 623947

    • SMF3 Executive Director (since 18 Nov 2025)
  • Integrity Wealth Solutions Limited

    FRN 599257

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • 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 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (since 11 Nov 2013)
    • CF30 Customer (since 6 Aug 2013)
    • SMF1 Chief Executive (9 Dec 2019 to 25 Apr 2023)
    • CF3 Chief Executive (6 Aug 2013 to 8 Dec 2019)
    • CF1 Director (6 Aug 2013 to 8 Dec 2019)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2002)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2002)

Recent activity

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

No changes recorded yet.