Where they hold approval

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

    • 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 14 Apr 2026)
    • CF1 Director (AR) (since 31 Mar 2026)
    • CF30 Customer (since 31 Mar 2026)
    • Employed By (since 31 Mar 2026)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (14 Mar 2025 to 31 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (14 Mar 2025 to 31 Mar 2026)
    • CF30 Customer (5 Feb 2025 to 31 Mar 2026)
  • Lync Wealth Management Limited (no longer approved here)

    FRN 1021927

    • (5)Employed By (14 Mar 2025 to 1 Apr 2026)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (30)Employed By (5 Feb 2025 to 14 Mar 2025)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
    • CF30 Customer (11 Oct 2019 to 31 Mar 2026)
  • Friarsgate Financial Planning Limited (no longer approved here)

    FRN 913194

    • (9)Employed By (11 Oct 2019 to 1 Apr 2026)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 May 2009 to 30 Sep 2012)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (30)Employed By at Taylored Advice Group Limited