Lewis Coote

Last updated
2 days ago
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Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • CF1 Director (AR) (since 13 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 May 2022)
    • CF30 Customer (since 8 Apr 2022)
  • Coote Financial Planning Ltd

    FRN 1047124

    • Employed By (since 13 Dec 2025)
  • Victoria Financial Solutions Ltd (no longer approved here)

    FRN 671159

    • Employed By (8 Apr 2022 to 15 Jan 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (27 Sep 2021 to 23 Mar 2022)
    • CF30 Customer (3 Sep 2021 to 23 Mar 2022)
  • Curzon Wealth Management Limited (no longer approved here)

    FRN 585168

    • Employed By (3 Sep 2021 to 23 Mar 2022)

Recent activity

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

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