Joanne Louise Bracewell

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (28 Feb 2023 to 23 May 2025)
    • CF30 Customer (5 Aug 2013 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 20 Aug 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Lifetime Financial Management Associates (no longer approved here)

    FRN 193157

    • (10)Employed By (1 Dec 2001 to 28 Feb 2002)

Recent activity

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

No changes recorded yet.