Where they hold approval

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

    • CF30 Customer (since 5 Dec 2024)
    • (2)Employed By (since 5 Dec 2024)
    • 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)
    • [FCA CF] Functions requiring qualifications (since 7 Jun 2024)
    • [FCA CF] Client dealing (since 7 Jun 2024)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (9 Jun 2021 to 29 Feb 2024)
    • CF30 Customer (22 Apr 2021 to 29 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 29 Feb 2024)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (20)Employed By (22 Apr 2021 to 29 Feb 2024)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • [FCA CF] Client dealing (7 Mar 2016 to 31 Oct 2020)
    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF21 Investment Adviser (23 Dec 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Jul 2003 to 23 Dec 2003)

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: (20)Employed By at Taylored Advice Group Limited