Paul Anthony Davies

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 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (since 14 Dec 2022)
    • CF30 Customer (since 21 Oct 2022)
    • CF1 Director (AR) (since 21 Oct 2022)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2022)
    • CF30 Customer (19 Oct 2011 to 13 Dec 2022)
    • CF1 Director (AR) (19 Oct 2011 to 13 Dec 2022)
  • Balmoral Wealth Management Limited (no longer approved here)

    FRN 565712

    • Employed By (19 Oct 2011 to 19 Dec 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Jul 2009 to 1 Dec 2011)
  • Balmoral Associates (887) (no longer approved here)

    FRN 165683

    • Employed By (1 Oct 1998 to 30 Jul 2009)

Recent activity

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

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