Joanne Bunting

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.

  • NFU Mutual Select Investments Limited

    FRN 582519

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 15 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 15 Mar 2024)
  • Charles James Financial Planning Limited (no longer approved here)

    FRN 135205

    • [FCA CF] Client dealing (26 Apr 2023 to 19 Jan 2024)
    • [FCA CF] Functions requiring qualifications (26 Apr 2023 to 19 Jan 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (12 May 2022 to 24 Mar 2023)
    • CF30 Customer (16 Mar 2022 to 24 Mar 2023)
  • Gritstone Financial Planning Limited (no longer approved here)

    FRN 756599

    • (1)Employed By (16 Mar 2022 to 24 Mar 2023)

Recent activity

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

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