Donald William Ellison

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Ellison Wealth Management Ltd

    FRN 971647

    • (2)Employed By (since 11 Mar 2022)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 12 Nov 2015)
    • CF30 Customer (since 12 Nov 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (11 May 2009 to 23 Nov 2015)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF21 Investment Adviser (27 Apr 2006 to 27 Apr 2007)
    • CF22 Investment Adviser (Trainee) (9 Aug 2005 to 27 Apr 2006)

Recent activity

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

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