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
- (39)Employed By (since 24 Jun 2025)
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Lyncombe Consultants Limited
FRN 618025
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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
- Appointed representative dealing with clients for which they require qualification (since 30 Dec 2020)
- [FCA CF] Client dealing (since 30 Dec 2020)
- CF30 Customer (since 4 Dec 2020)
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Taylored Advice Group Limited
FRN 937284
- (10)Employed By (since 4 Dec 2020)
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- (25)Employed By (19 Jun 2020 to 30 Dec 2020)
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- (10)Employed By (23 Aug 2019 to 7 Jan 2021)
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- CF30 Customer (23 Aug 2019 to 30 Dec 2020)
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: (10)Employed By at Taylored Advice Group Limited