Sarah Lyle

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Lyles' Independent Financial Advice Limited

    FRN 740148

    • (2)Employed By (since 20 Feb 2024)
    • (2)Employed By (27 Jul 2016 to 4 Jun 2018)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 Feb 2024)
    • CF30 Customer (since 6 Feb 2024)
    • CF1 Director (AR) (since 6 Feb 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Feb 2024)
    • CF30 Customer (17 May 2018 to 20 Feb 2024)
    • CF1 Director (AR) (17 May 2018 to 20 Feb 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (17 Jun 2008 to 11 Jan 2010)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 31 Mar 2008)
    • CF22 Investment Adviser (Trainee) (12 Jan 2006 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Lyles' Independent Financial Advice Limited

  2. controlled function added: (2)Employed By at Lyles' Independent Financial Advice Limited