Taylored Advice Group Limited
Reference number: 937284
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Appointed representative
This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
Lyncombe Consultants Limited Reference number: 618025 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Taylored Advice Group Limited (FRN 937284) is an AR of Lyncombe Consultants Limited (FRN 618025). When you use Taylored Advice Group's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Taylored Advice Group, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Verified phone number
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Verified address
26 City Business Centre, Hyde Street, Winchester, Hampshire, SO23 7TA, United Kingdom
Also trades as 8 other names
- Aqua Sulis Financial Management
- Birch Financial Solutions
- Charles Porter & Co
- Fraser Price Financial Services
- Korber & Clarke
- Main Plan Financial
- Parker Castle
- Taylored Financial Planning
Company details
From the company's Companies House record.
- Company number
- 12804587
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 11 August 2020 (6 years old)
- Registered office
- 26 City Business Centre, Hyde Street, Winchester, SO23 7TA, United Kingdom
- Nature of business
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- Non-trading company non trading (SIC 74990)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Carole Alison Taylor | Director | Dec 1963 | 11 Aug 2020 |
| Jonathan Edward Taylor | Director | Jan 1963 | 11 Aug 2020 |
| INDIGO CORPORATE SECRETARY LIMITED | Corporate secretary | Not published | 25 Apr 2025 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through Lyncombe Consultants Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Names it no longer trades under
This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- Stopa Wealth Management
- Stopa Wealth Management Solutions
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Common questions