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
- (64)Employed By (since 6 May 2025)
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Lyncombe Consultants Limited
FRN 618025
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 22 Apr 2025)
- [FCA CF] Client dealing (since 10 Jan 2024)
- [FCA CF] Functions requiring qualifications (since 10 Jan 2024)
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- (35)Employed By (22 Apr 2025 to 2 Oct 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
- CF30 Customer (14 Jun 2019 to 2 Jan 2024)
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: (35)Employed By at Taylored Advice Group Limited