Mark Andrew Wheatley

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.

  • Corbel Partners Limited

    FRN 429142

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
    • CF30 Customer (2 Jul 2019 to 8 Dec 2019)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (16 Sep 2013 to 7 Feb 2019)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (1 Nov 2007 to 30 Dec 2010)
    • CF7 Sole Trader (AR) (25 May 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (25 May 2004 to 31 Oct 2007)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (22 Mar 2007 to 12 Jun 2008)
  • Wheatley Residential Homeloans Ltd (no longer approved here)

    FRN 465343

    • Employed By (22 Mar 2007 to 12 Jun 2008)
  • MA Wheatley & Co IFA (no longer approved here)

    FRN 401034

    • (3)Employed By (25 May 2004 to 12 Jun 2008)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2004)
  • Imperial Financial Planning Limited (no longer approved here)

    FRN 178502

    • (5)Employed By (1 Oct 1998 to 29 Mar 2004)

Recent activity

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

  1. controlled function removed: Employed By at Imperial Financial Planning Limited

  2. controlled function added: (5)Employed By at Imperial Financial Planning Limited