Scott Ashley Lavis

• St. James's Place Wealth Management Plc

  FRN 195351

  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2024)
  • CF1 Director (AR) (since 2 Dec 2024)
  • CF30 Customer (since 2 Dec 2024)
• Bespoke Financial Guidance Ltd

  FRN 502836

  • Employed By (since 30 Jun 2009)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2024)
  • CF30 Customer (30 Jun 2009 to 9 Dec 2024)
  • CF1 Director (AR) (30 Jun 2009 to 9 Dec 2024)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF1 Director (AR) (31 Jan 2019 to 27 Nov 2020)
• Colville Hartley & Parsons Financial Services Ltd (no longer approved here)

  FRN 585900

  • Employed By (31 Jan 2019 to 27 Nov 2020)
• Anstey Financial Planning Limited (no longer approved here)

  FRN 784666

  • Employed By (21 Jul 2017 to 24 Oct 2019)
• Bespoke Mortgage Guidance Ltd (no longer approved here)

  FRN 746868

  • Employed By (17 May 2016 to 30 May 2022)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF1 Director (AR) (30 Jun 2009 to 18 May 2022)
• Openwork Limited (no longer approved here)

  FRN 408285

  • CF30 Customer (1 Nov 2007 to 6 Jul 2009)
  • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
• Tetiana Jensen (no longer approved here)

  FRN 214770

  • Employed By (1 Dec 2001 to 6 Jul 2009)

No changes recorded yet.