Scott James 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.

  • Affinity Financial Awareness Limited

    FRN 409160

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2026)
  • Wealth At Work Limited

    FRN 417367

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2026)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 6 Oct 2025)
    • CF30 Customer (5 Aug 2015 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 8 May 2012)
    • CF22 Investment Adviser (Trainee) (25 Jul 2005 to 31 Oct 2007)

Recent activity

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

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