Alex Wheldon

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 2 Mar 2026)
    • [FCA CF] Client dealing (since 2 Mar 2026)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (28 Mar 2022 to 11 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (24 Jan 2022 to 2 Mar 2026)
  • Bingham-Woods Independent Financial Advisors Ltd (no longer approved here)

    FRN 463465

    • Employed By (28 Mar 2022 to 11 Mar 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (3 Nov 2020 to 24 Jan 2022)
    • CF30 Customer (6 Aug 2020 to 20 Oct 2021)
  • Bingham-Woods Wealth Management Limited (no longer approved here)

    FRN 928135

    • Employed By (6 Aug 2020 to 20 Oct 2021)

Recent activity

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

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