David Lawson
Financial Advisor @Quilter
Southampton, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2025 — Present
Financial Advisor @Quilter
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Southampton, GB
EDUCATION
N/A
Chartered Insurance Institute
R02, Investment and Risk
N/A
Chartered Insurance Institute
R01 - Financial Services Regulations and Ethics , Financial Planning and Services
N/A
Chartered Insurance Institute
R05, Insurance
N/A
Chartered Insurance Institute
R06 Financial Planning Diploma
N/A
Chartered Insurance Institute
R04 Retirement Planning, Financial Planning and Services
N/A
Chartered Insurance Institute
R03, Personal Taxation
SKILLS
AutomotiveRetailAutomobileSales ManagementSales ProcessSales OperationsCustomer RetentionAccount ManagementProfitCustomer SatisfactionNew Business DevelopmentVehiclesSales
ABOUT DAVID LAWSON
Financial Planner
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