Paula Lawrence

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 6 Nov 2012)
    • CF30 Customer (since 16 Jun 2010)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Mar 2021)
  • Lawrence Financial Consultancy Ltd

    FRN 527923

    • (1)Employed By (since 6 Nov 2012)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (2 Jun 2009 to 2 Jul 2010)
    • CF21 Investment Adviser (4 Dec 2002 to 1 Jan 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 4 Dec 2002)

Recent activity

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

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