Kevin John Wheatland

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • E C Financial Services Limited

    FRN 567851

    • 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] Client dealing (since 26 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 26 Jan 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (9 Sep 2020 to 13 Jan 2023)
    • Appointed representative dealing with clients for which they require qualification (23 Jun 2020 to 13 Jan 2023)
  • Vita Finance Ltd (no longer approved here)

    FRN 821885

    • (1)Employed By (9 Sep 2020 to 13 Jan 2023)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (355)Employed By (13 Nov 2019 to 17 Apr 2020)
  • Birch Financial Solutions Ltd (no longer approved here)

    FRN 574852

    • Employed By (13 Sep 2013 to 17 Apr 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (6 Aug 2013 to 17 Apr 2020)
  • Beaulieu Wealth Management Ltd (no longer approved here)

    FRN 501479

    • Employed By (6 Aug 2013 to 17 Apr 2020)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (18 Jan 2011 to 29 Jul 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 8 Dec 2010)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Vita Finance Ltd

  2. controlled function added: (1)Employed By at Vita Finance Ltd