Frazer Laird

Last updated
5 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Beaufort Wealth Management Limited

    FRN 987842

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • [FCA CF] Functions requiring qualifications (since 4 Dec 2023)
    • [FCA CF] Client dealing (since 4 Dec 2023)
  • Beaufort Wealth Management Ltd (no longer approved here)

    FRN 469862

    • Employed By (1 Jun 2022 to 28 Nov 2023)
  • The Tavistock Partnership Limited (no longer approved here)

    FRN 519014

    • CF30 Customer (1 Jun 2022 to 28 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (1 Jun 2022 to 28 Nov 2023)
    • [FCA CF] Client dealing (1 Jun 2022 to 28 Nov 2023)

Recent activity

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

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