Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
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)
- [FCA CF] Client dealing (since 2 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
- CF30 Customer (since 7 Jan 2026)
-
Lync Wealth Management Limited
FRN 1021927
- (12)Employed By (since 7 Jan 2026)
-
Oculus Wealth Management Limited
FRN 605985
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 20 Sep 2023)
- Appointed representative dealing with clients for which they require qualification (since 20 Sep 2023)
- [FCA CF] Functions requiring qualifications (since 20 Sep 2023)
- CF30 Customer (since 13 Sep 2023)
- CF1 Director (AR) (since 13 Sep 2023)
-
Oculus Wealth Management (Godalming) Limited
FRN 988146
- (1)Employed By (since 13 Sep 2023)
-
- CF30 Customer (11 Feb 2013 to 30 Jun 2015)
-
- CF30 Customer (16 Sep 2011 to 31 Dec 2012)
- CF1 Director (AR) (16 Sep 2011 to 5 Mar 2013)
-
- CF30 Customer (6 Apr 2011 to 21 Oct 2011)
- CF1 Director (AR) (3 Aug 2010 to 21 Oct 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.