Matthew James Wheeler

Last updated
1 week ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 13 Jan 2026)
    • CF30 Customer (since 6 Jan 2026)
  • Matthew James Wheeler

    FRN 1048838

    • (1)Employed By (since 6 Jan 2026)
  • Progressive Strategic Solutions LLP (no longer approved here)

    FRN 460655

    • [FCA CF] Functions requiring qualifications (1 Sep 2025 to 31 Dec 2025)
    • [FCA CF] Client dealing (1 Sep 2025 to 31 Dec 2025)
  • Dartington Wealth Management Limited (no longer approved here)

    FRN 717593

    • [FCA CF] Client dealing (1 Aug 2023 to 27 May 2025)
    • [FCA CF] Functions requiring qualifications (1 Aug 2023 to 27 May 2025)

Recent activity

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

No changes recorded yet.