Regent Street Advisers Ltd
19 Victoria Road
Barnsley
S70 2BB
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(440703) Quilter Financial Services Ltd
(440718) Quilter Mortgage Planning Limited
We pride ourselves on a clear and concise, jargon free approach to financial planning for individuals and businesses to make the right financial choices. Our approach is to thoroughly understand each clients’ needs and objectives, in order for us to develop a tailor made solution that complements our client’s financial objectives.
Elevate Wealth is a trading style of Regent Street Advisers who are an appointed representative of Quilter Financial Planning, which is authorised and regulated by the Financial Conduct Authority. We offer a comprehensive financial planning and wealth management service to clients all over the UK.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.