Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lync Wealth Management Limited
FRN 1021927
- (22)Employed By (since 4 Sep 2025)
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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 22 Mar 2022)
- CF30 Customer (since 31 Dec 2021)
- [FCA CF] Client dealing (since 1 Mar 2021)
- [FCA CF] Functions requiring qualifications (1 Mar 2021 to 22 Mar 2022)
- Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 2 Mar 2021)
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Alexander Calder Financial Ltd
FRN 407890
- (4)Employed By (since 31 Dec 2021)
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- [FCA CF] Client dealing (9 Dec 2019 to 14 Sep 2020)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Sep 2020)
- CF30 Customer (12 Jun 2013 to 14 Sep 2020)
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- (2)Employed By (18 Jul 2013 to 14 Sep 2020)
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- CF30 Customer (19 Jan 2009 to 31 May 2013)
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- CF21 Investment Adviser (13 Apr 2005 to 5 Sep 2005)
- CF22 Investment Adviser (Trainee) (25 Feb 2004 to 13 Apr 2005)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Alexander Calder Financial Ltd
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controlled function added: (4)Employed By at Alexander Calder Financial Ltd
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controlled function removed: Employed By at Cowens Employee Benefits Ltd
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controlled function added: (2)Employed By at Cowens Employee Benefits Ltd