Joanna Hunt

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.

  • Coutts & Company

    FRN 122287

    • 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] Manager of certification employee (since 16 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 31 Oct 2023)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2023)
    • CF30 Customer (16 Oct 2018 to 8 Dec 2019)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2023)
  • Evelyn Partners Discretionary Investment Management Limited (no longer approved here)

    FRN 147103

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2023)
  • Evelyn Partners Investment Management Services Limited (no longer approved here)

    FRN 165169

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2023)
    • CF30 Customer (16 Oct 2018 to 8 Dec 2019)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2023)
  • LGT Wealth Management UK LLP (no longer approved here)

    FRN 471048

    • CF30 Customer (18 Sep 2015 to 12 Jul 2018)
  • Citigroup Global Markets Limited (no longer approved here)

    FRN 124384

    • CF30 Customer (17 Oct 2013 to 29 Jul 2015)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • CF30 Customer (23 Jun 2010 to 29 Jul 2015)

Recent activity

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

No changes recorded yet.