Alistair Lawrie

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.

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Apr 2024)
    • CF30 Customer (25 Mar 2019 to 2 Apr 2024)
    • CF1 Director (AR) (25 Mar 2019 to 2 Apr 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (25 Mar 2019 to 2 Apr 2024)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 1 Apr 2019)
    • CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
    • CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF1 Director (AR) (8 Dec 2003 to 31 Oct 2004)
    • CF21 Investment Adviser (1 Aug 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (17 Dec 2002 to 1 Aug 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF1 Director (AR) (8 Dec 2003 to 22 May 2007)
    • CF21 Investment Adviser (1 Aug 2003 to 11 Jan 2007)
    • CF22 Investment Adviser (Trainee) (17 Dec 2002 to 1 Aug 2003)
  • Optimize Financial Services Ltd (no longer approved here)

    FRN 220589

    • Employed By (17 Dec 2002 to 2 Apr 2024)

Recent activity

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

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