William Scott Lorimer

Last updated
1 week ago
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Where they hold approval

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

  • Fisher Investments Europe Limited

    FRN 191609

    • 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 21 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 21 Aug 2024)
  • Legacy Wealth Management Limited (no longer approved here)

    FRN 717307

    • [FCA CF] Client dealing (21 Jan 2022 to 2 Aug 2024)
    • [FCA CF] Functions requiring qualifications (21 Jan 2022 to 2 Aug 2024)
  • Clarke Financial Planning Ltd (no longer approved here)

    FRN 795641

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2021)
    • CF30 Customer (4 Jun 2019 to 8 Dec 2019)

Recent activity

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

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