Gerald Lambourne

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 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 16 Feb 2023)
    • CF30 Customer (since 9 Dec 2014)
  • Warwick Road Financial Services Ltd

    FRN 656015

    • Employed By (since 2 Dec 2014)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 9 Oct 2002)
  • Beard & Coles Financial Practice Ltd (no longer approved here)

    FRN 182412

    • (25)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • (26)Employed By (12 Sep 2000 to 9 Oct 2002)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 9 Oct 2002)

Recent activity

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

  1. controlled function removed: Employed By at Beard & Coles Financial Practice Ltd

  2. controlled function removed: CF21 Investment Adviser at Beard & Coles Financial Practice Ltd

  3. controlled function added: (25)CF21 Investment Adviser at Beard & Coles Financial Practice Ltd

  4. controlled function added: (26)Employed By at Beard & Coles Financial Practice Ltd