Jelena Gunner

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 13 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2022)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • CF30 Customer (15 Jun 2017 to 8 Dec 2019)
  • Fairey Associates Ltd (no longer approved here)

    FRN 481350

    • CF30 Customer (2 Nov 2015 to 21 Apr 2016)
  • E C Financial Services Limited (no longer approved here)

    FRN 567851

    • CF30 Customer (1 Apr 2013 to 1 Oct 2015)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (2 Jan 2013 to 15 Apr 2013)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (535)Employed By (2 Jan 2013 to 15 Apr 2013)

Recent activity

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

No changes recorded yet.