Lawrence Check

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Walker Crips Financial Planning Limited

    FRN 114778

    • 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)
    • [FCA CF] Client dealing (since 26 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Nov 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (31 Oct 2022 to 3 Sep 2024)
    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 3 Sep 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 3 Sep 2024)
    • [FCA CF] Client dealing (31 Oct 2022 to 3 Sep 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (2 Aug 2004 to 31 Aug 2006)
    • CF22 Investment Adviser (Trainee) (3 Jun 2003 to 31 Aug 2006)
  • Master Adviser Ltd (U445) (no longer approved here)

    FRN 171704

    • (12)Employed By (1 Dec 2001 to 27 Mar 2003)

Recent activity

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

No changes recorded yet.