Elian Lawrence

Last updated
1 week 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

    FRN 440703

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 28 Feb 2024)
    • CF30 Customer (since 17 Jan 2024)
  • Citrus Financial Management Ltd

    FRN 413291

    • Employed By (since 17 Jan 2024)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (29 Jan 2020 to 1 Mar 2024)
    • CF30 Customer (29 Jan 2020 to 1 Mar 2024)
  • PROSPERITY IFA LIMITED (no longer approved here)

    FRN 772483

    • CF30 Customer (13 Apr 2017 to 8 Feb 2018)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 22 Apr 2014)
    • CF21 Investment Adviser (21 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Sep 2004 to 21 Jul 2006)

Recent activity

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

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