ELEVATION WEALTH MANAGEMENT LIMITED
aka Financial Therapy, Elevation Investment Management, Elevation, DCS Financial Planning, ELEVATION WEALTH MANAGEMENT LIMITED
Contact & Location
Address
Birmingham B35 7AZ, UKMore advisers in BirminghamRegulated Services
Regulatory Information
- FRN
- 456358
- Status
- Authorised
- Date Authorised
- 30 November 2006
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (17)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Debt-counselling
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04794182
- Company Status
- Active
- Incorporation Date
- 10 June 2003
- Directors
- 4
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (19)
Emma-Louise Smith
ApprovedMatthew Alexander Black
ApprovedCertifiedAnthony Alan Jacques
ApprovedCertifiedAnthony Arthur James Bannard Smith
ApprovedCertifiedJack Declean Tailby
CertifiedEllis Marcus Boyd
CertifiedMichael William Bennett
CertifiedAlison Parker
CertifiedAarinder Singh Lidder
CertifiedJohn Sprigg
CertifiedDaniel David Watkiss
CertifiedStuart Payne
CertifiedAdam Llewelyn Patt
CertifiedDimitris Alexander Francis Hondrogiannis
CertifiedAndrew Stephen Wheeler
CertifiedDeclan Joseph Healy
CertifiedKyle George Bishop
CertifiedAndrew Philip Jones
No longer requiredAdam Derek Cuthbert
ApprovedCertified
Quick Facts
- Birmingham, West Midlands
- 19 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 04794182
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.