Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- CF1 Director (AR) (since 19 Jan 2024)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (since 16 Aug 2019)
- CF1 Director (AR) (16 Aug 2019 to 7 Mar 2023)
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Factor Financial Planning Limited
FRN 1005406
- (2)Employed By (since 19 Jan 2024)
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- CF1 Director (AR) (8 Aug 2018 to 23 Aug 2019)
- CF30 Customer (8 Aug 2018 to 23 Aug 2019)
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- CF30 Customer (1 Nov 2007 to 28 Apr 2017)
- CF22 Investment Adviser (Trainee) (26 Feb 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.