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
- (1)Employed By (since 13 Mar 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)
- CF30 Customer (since 1 Mar 2025)
- [FCA CF] Client dealing (since 28 Jan 2025)
- [FCA CF] Functions requiring qualifications (since 28 Jan 2025)
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- (26)Employed By (1 Mar 2025 to 13 Mar 2025)
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- [FCA CF] Client dealing (2 Nov 2021 to 3 Mar 2022)
- [FCA CF] Functions requiring qualifications (2 Nov 2021 to 3 Mar 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Taylored Advice Group Limited
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controlled function added: (26)Employed By at Taylored Advice Group Limited