Financial Adviser
Current
Feb 2023 - Present
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Carl Bungay Email & Phone Number
Financial Adviser - Frontier Wealth Ltd
at
Frontier Wealth
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Financial Adviser - Frontier Wealth Ltd
Location
Manchester, England, United Kingdom
Who is Carl Bungay? Overview
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Quick answer
Carl Bungay is listed as Financial Adviser - Frontier Wealth Ltd at Frontier Wealth, based in Manchester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Carl Bungay.
Carl Bungay previously worked as Financial Adviser at Frontier Wealth and Wealth Managment Consultant at The Platt Partnership Ltd.
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Frontier Wealth
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Profile bio
About Carl Bungay
I specialise in meeting the holistic financial requirements of businesses and professionals who have created or want to create substantial capital or income. My clients needs tend to be unique and sometimes complex. Therefore, I provide a dedicated, personal relationship with all my clients offering them a bespoke wealth management service. I provide expertise in investment planning, inheritance tax planning, Retirement planning (in addition to reviewing existing pension provisions), corporate/personal protection and mortgages.Your home may be repossessed if you do not keep up repayments on your mortgage.The value of your investments can go down as well as up. You could get back less than you invested. Frontier Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management which is regulated by the Financial Conduct Authority. SJP approved XX/XX/XXXX
Listed skills include Estate Planning, Financial Advisory, Savings, Investments, and 7 others.
Current workplace
Carl Bungay's current company
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4 roles
Carl Bungay work experience
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Wealth Managment Consultant
- Carl Bungay Ba(Hons), DipPFS, Cert II (MP)- Wealth Management Consultant Through a deep understanding of my clients' goals and aspirations, along with a full appraisal of their current situation, I advise business and.
- Corporate and individual protection
- Tax Planning
- Retirement Planning
- Savings and Investment Planning
- Estate PlanningMortgages Based in the North West of England, I represent interests of clients and their families from around the UK, with all new enquiries coming from personal introductions from existing clients.
May 2018 - Mar 2023
Associate Academy Partner
The St. James’s Place Academy provides what we believe is an unrivalled development programme for outstanding individuals. The Academy offers exceptional training and development and dedicated ongoing support, helping you to start your own wealth management business and continue to build it into a successful practice.
Sep 2017 - May 2018
Trainee Financial Advisor
Trustee & Investment Services specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key.
Sep 2017 - May 2018
FAQ
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What company does Carl Bungay work for?
Carl Bungay works for Frontier Wealth.
What is Carl Bungay's role at Frontier Wealth?
Carl Bungay is listed as Financial Adviser - Frontier Wealth Ltd at Frontier Wealth.
Where is Carl Bungay based?
Carl Bungay is based in Manchester, England, United Kingdom while working with Frontier Wealth.
What companies has Carl Bungay worked for?
Carl Bungay has worked for Frontier Wealth, The Platt Partnership Ltd, St. James'S Place Academy, and Trustee & Investment Management Services Limited.
How can I contact Carl Bungay?
You can use AeroLeads to view verified contact signals for Carl Bungay at Frontier Wealth, including work email, phone, and LinkedIn data when available.
What skills is Carl Bungay known for?
Carl Bungay is listed with skills including Estate Planning, Financial Advisory, Savings, Investments, Communication, Finance, Wealth Preservation, and Financial Services.
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