Patterson Wealth Management Limited

Reference number: 439601

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Patterson Wealth Management Limited (FRN 439601) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Patterson Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Patterson Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When pwm.co first appeared online, and whether it can receive email
  • What kind of line 020 7744 2420 is
  • Whether EC3V 9BQ is a shared office: 222 other firms give it
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • David Patterson Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08268067
Company status
Active
Company type
Private limited company
Incorporated
25 October 2012 (13 years old)
Registered office
4th Floor 95 Gresham Street, London, EC2V 7AB, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
David Patrick Patterson Director Jun 1962 25 Oct 2012 2 other companies
Suzannah Patterson Director Nov 1969 25 Oct 2012 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
2
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

−£425k

Down £148k from −£277k

Cash at bank

£264k

−1.4% from £268k

Employees (average)

8

Same as 8

Owed within a year

£340k

−18% from £416k

Net assets are negative: on its last balance sheet the company owed £425k more than it owned.

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 08268067. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Patterson Wealth Management’s history from the FCA register and Companies House, newest first.

2017

24 February 2017

  • Changed its registered name from "David Patterson"

FCA register

2016

29 November 2016

  • Suzannah Patterson became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • David Patrick Patterson became the majority owner (50–75% of shares)

Companies House

2012

25 October 2012

  • Incorporated at Companies House
  • David Patrick Patterson appointed as a director
  • Suzannah Patterson appointed as a director

Companies House

2005

20 September 2005

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Patterson Wealth Management

Other firms of the same type (financial adviser), nearest first.

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Patterson Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Patterson Wealth Management Limited FCA authorised?
Patterson Wealth Management Limited (FRN 439601) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Patterson Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Patterson Wealth Management Limited (FRN 439601) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Patterson Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Patterson Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Patterson Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7744 2420 and the website pwm.co for Patterson Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Patterson Wealth Management a scam or clone?
Patterson Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Patterson Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Patterson Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Patterson Wealth Management?
Companies House lists 2 people with significant control of Patterson Wealth Management: Mr David Patrick Patterson (50–75% of shares) and Mrs Suzannah Patterson (25–50% of shares).
Who runs Patterson Wealth Management?
Companies House lists 2 directors of Patterson Wealth Management: David Patrick Patterson and Suzannah Patterson.
How long has Patterson Wealth Management been in business?
The company was formed on 25 October 2012.
What do Patterson Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of −£425k (down £148k from −£277k) and cash at bank of £264k (−1.4% from £268k).
Does Patterson Wealth Management use any other names?
It has previously used the name David Patterson.

Sources and links

The full report on Patterson Wealth Management Limited

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