Where they hold approval

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

  • Craig Paterson

    FRN 924754

    • Employed By (since 7 Aug 2023)
    • Employed By (10 Jul 2020 to 2 Mar 2021)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 13 Jul 2020)
    • CF30 Customer (since 10 Jul 2020)
  • Tait Wealth Management Ltd (no longer approved here)

    FRN 530297

    • (1)Employed By (10 Feb 2021 to 12 Oct 2023)

Recent activity

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

  1. controlled function removed: Employed By at Tait Wealth Management Ltd

  2. controlled function added: (1)Employed By at Tait Wealth Management Ltd