Iain MacDonald Paterson

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.

  • Openwork Limited

    FRN 408285

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 8 Feb 2016)
  • Newcastle Financial Advisers Limited

    FRN 222899

    • (9)Employed By (since 8 Feb 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF22 Investment Adviser (Trainee) (29 Mar 2007 to 31 Oct 2007)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF22 Investment Adviser (Trainee) (27 Dec 2006 to 21 Feb 2007)
    • CF21 Investment Adviser (11 Nov 2005 to 27 Dec 2006)

Recent activity

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

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