Craig Anthony Wheeler

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.

  • Regent Street Advisers Ltd

    FRN 785830

    • (6)Employed By (since 23 Jul 2024)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 14 Dec 2022)
    • CF30 Customer (since 8 Dec 2022)
    • CF1 Director (AR) (8 Dec 2022 to 25 Jul 2024)
  • Craig Wheeler Wealth Limited (no longer approved here)

    FRN 987270

    • Employed By (8 Dec 2022 to 6 Aug 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2022)
    • CF30 Customer (25 Aug 2009 to 1 Nov 2022)
  • Navigation Wealth Management Limited (no longer approved here)

    FRN 911786

    • (18)Employed By (6 Sep 2019 to 1 Nov 2022)
  • Craig Anthony Wheeler (no longer approved here)

    FRN 505322

    • Employed By (25 Aug 2009 to 1 Nov 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (8 Oct 2003 to 7 Apr 2006)
    • CF22 Investment Adviser (Trainee) (22 Mar 2002 to 8 Oct 2003)

Recent activity

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

No changes recorded yet.