Tony Michael Rossi

Last updated
2 weeks ago
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Where they hold approval

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

  • Lyncombe Consultants Limited

    FRN 618025

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 14 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (since 14 Apr 2026)
    • CF30 Customer (since 16 Mar 2026)
  • Beyond Wealth (Financial Management) Limited

    FRN 1052365

    • Employed By (since 16 Mar 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (1 Jun 2024 to 23 Mar 2026)
    • CF30 Customer (1 Jun 2024 to 23 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (11 Dec 2023 to 23 Mar 2026)
  • AMR Wealth Management Limited (no longer approved here)

    FRN 1013504

    • (1)Employed By (1 Jun 2024 to 24 Mar 2026)

Recent activity

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

No changes recorded yet.