Lewis Paterson

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Killik & Co LLP

    FRN 462016

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 19 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 19 Jun 2025)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (6 Jul 2022 to 24 Apr 2025)
    • [FCA CF] Functions requiring qualifications (26 May 2021 to 9 Dec 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 9 Dec 2022)
  • Copestone Wealth Management Limited (no longer approved here)

    FRN 978420

    • (1)Employed By (6 Jul 2022 to 24 Apr 2025)

Recent activity

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

  1. controlled function added: (1)Employed By at Copestone Wealth Management Limited