Jonathan David Wheeler

• M&G ADVICE PARTNERS LIMITED (no longer approved here)

  FRN 584256

  • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 27 Sep 2021)
  • CF1 Director (AR) (14 Jan 2021 to 28 Sep 2021)
  • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 14 Feb 2021)
  • [FCA CF] Client dealing (2 Jul 2020 to 14 Feb 2021)
  • CF30 Customer (29 Nov 2018 to 8 Dec 2019)
• Affinity Financial Awareness Limited (no longer approved here)

  FRN 409160

  • CF30 Customer (27 Jul 2017 to 24 Sep 2018)
• Wealth At Work Limited (no longer approved here)

  FRN 417367

  • CF30 Customer (27 Jul 2017 to 24 Sep 2018)
• SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 100013

  • CF30 Customer (1 Nov 2007 to 29 Jul 2016)
  • CF21 Investment Adviser (3 Jul 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (19 Feb 2007 to 3 Jul 2007)
• Lighthouse Advisory Services Limited (no longer approved here)

  FRN 195199

  • CF21 Investment Adviser (17 Oct 2006 to 9 Feb 2007)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • CF21 Investment Adviser (26 Nov 2004 to 17 Oct 2006)
  • CF22 Investment Adviser (Trainee) (16 Dec 2003 to 19 Sep 2006)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)
• Scottish Widows Unit Trust Managers Limited (no longer approved here)

  FRN 122129

  • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)
• Scottish Widows Administration Services Limited (no longer approved here)

  FRN 139398

  • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)

No changes recorded yet.