Thomas Oliver Wheatley

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • TenetLime Limited

    FRN 311266

    • CF1 Director (AR) (since 23 Nov 2023)
  • Leagold Limited

    FRN 121398

    • 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] Client dealing (since 3 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2023)
  • Elevate Financial Solutions Ltd

    FRN 845029

    • (1)Employed By (since 8 Jul 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
    • CF1 Director (AR) (8 Jul 2019 to 3 Feb 2024)
    • CF30 Customer (8 Jul 2019 to 24 Aug 2023)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (494)Employed By (14 Jun 2013 to 11 Jul 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (13 Aug 2012 to 11 Jul 2019)
  • Charles Derby Wealth Ltd (no longer approved here)

    FRN 505189

    • Employed By (13 Aug 2012 to 14 Jun 2013)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (7 Jun 2012 to 2 Aug 2012)

Recent activity

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

  1. controlled function removed: Employed By at Elevate Financial Solutions Ltd

  2. controlled function added: (1)Employed By at Elevate Financial Solutions Ltd