JAMES WHEELAN ACCOUNTANCY LIMITED

Reference number: 1034492

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

M&G ADVICE PARTNERS LIMITED Reference number: 584256 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • JAMES WHEELAN ACCOUNTANCY LIMITED (FRN 1034492) introduces customers to M&G ADVICE PARTNERS LIMITED (FRN 584256). Any regulated advice or arranging is done by the principal, not JAMES WHEELAN ACCOUNTANCY.
  • Example: if JAMES WHEELAN ACCOUNTANCY refers you to a financial adviser, the advice should come from the principal firm, not from JAMES WHEELAN ACCOUNTANCY itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
10664882
Company status
Active
Company type
Private limited company
Incorporated
10 March 2017 (9 years old)
Registered office
Minshull House, 67 Wellington Road North, Stockport, Cheshire, SK4 2LP, England
Nature of business
  • Accounting and auditing activities (SIC 69201)

Current directors and secretaries

Name Role Born Appointed
James Wheelan Director Oct 1981 10 Mar 2017

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through M&G ADVICE PARTNERS LIMITED, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is JAMES WHEELAN ACCOUNTANCY LIMITED FCA authorised?
JAMES WHEELAN ACCOUNTANCY LIMITED (FRN 1034492) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for JAMES WHEELAN ACCOUNTANCY?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. JAMES WHEELAN ACCOUNTANCY LIMITED (FRN 1034492) introduces customers to M&G ADVICE PARTNERS LIMITED (FRN 584256). Any regulated advice or arranging is done by the principal, not JAMES WHEELAN ACCOUNTANCY. Example: if JAMES WHEELAN ACCOUNTANCY refers you to a financial adviser, the advice should come from the principal firm, not from JAMES WHEELAN ACCOUNTANCY itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with JAMES WHEELAN ACCOUNTANCY?
Protection works through M&G ADVICE PARTNERS LIMITED, the principal firm responsible for JAMES WHEELAN ACCOUNTANCY's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is JAMES WHEELAN ACCOUNTANCY a scam or clone?
JAMES WHEELAN ACCOUNTANCY is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is JAMES WHEELAN ACCOUNTANCY's Firm Reference Number (FRN)?
JAMES WHEELAN ACCOUNTANCY's FRN is 1034492. You can verify it on the FCA register.