Adam George Elliott

• Emerald Financial Associates Ltd

  FRN 476438

  • (13)Employed By (since 21 Sep 2022)
• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 27 Nov 2014)
• DA Financial Services (Dalston) Limited (no longer approved here)

  FRN 200402

  • Employed By (24 Jan 2013 to 30 Nov 2014)
• WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 134753

  • CF21 Investment Adviser (7 Dec 2004 to 8 May 2005)
  • CF22 Investment Adviser (Trainee) (28 Nov 2003 to 7 Dec 2004)
• Wesleyan Assurance Society (no longer approved here)

  FRN 110873

  • CF21 Investment Adviser (1 Dec 2001 to 28 Nov 2003)
• Wesleyan Unit Trust Managers Limited (no longer approved here)

  FRN 175798

  • CF21 Investment Adviser (1 Dec 2001 to 28 Nov 2003)

No changes recorded yet.