Oliver Andrew Trevor Morton

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

    • (17)Employed By (since 21 Oct 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)
    • Appointed representative dealing with clients for which they require qualification (since 10 Oct 2025)
    • [FCA CF] Client dealing (since 10 Oct 2025)
    • CF30 Customer (since 6 Sep 2025)
  • Alexander Calder Financial Ltd

    FRN 407890

    • (1)Employed By (since 6 Sep 2025)

Recent activity

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

  1. controlled function removed: Employed By at Alexander Calder Financial Ltd

  2. controlled function added: (1)Employed By at Alexander Calder Financial Ltd