Elevation Wealth Management (East Midlands) Limited
Church House
13-15 Regent Street
Nottingham
NG1 5BS
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.
(456358) Elevation Wealth Management Ltd
In an increasingly busy and more complex world, it is
important to take stock periodically and make sure you are
clear about your personal and financial objectives and can
be confident that your money is working hard towards helping
you achieve them.
Too many people miss tax saving opportunities and
squander and fritter money away without even realising it.
Elevation Investment Management is dedicated to helping
clients achieve their goals
The reality for many of our clients is that they can, and do, achieve so much more with their lives with the help of a very different approach to financial planning. They achieve more of their ambitions, have a more rewarding life. They live life with less stress as they achieve greater peace of mind from having clarity about what is important to them and how they can achieve a life fulfilled.
Elevation Investment Management are directly authorised by the Financial Conduct Authority.
{{ adviserProfile.bio }}
- {{ i }}
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.