Jonathan Elliott Wealth Management Ltd
Reference number: 439636
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 21 years
- Protected through the principal
- No FCA actions
- Active company since 2010
- Accounts filed up to 31 July 2025
- 2 things worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Jonathan Elliott Wealth Management Ltd (FRN 439636) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jonathan Elliott Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Jonathan Elliott Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
30 Lombard Street, London, EC3V 9BQ, United Kingdom
In the full report: 3 background checks, 2 things worth a closer look
- When jonathanelliottwealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 020 7744 4406 is
- Whether EC3V 9BQ is a shared office: 226 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Jonathan Elliott Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- JONATHAN ELLIOTT WEALTH MANAGEMENT LIMITED
- Company number
- 07301971 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 July 2010 (16 years old)
- Registered office
- 6th Floor 9 Appold Street, London, EC2A 2AP, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Campbell Elliott | Director | Jan 1965 | 1 Jul 2010 | 1 other company |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- still active
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£225k
−11% from £253k
Cash at bank
£48.9k
+99% from £24.5k
Owed within a year
£458k
+19% from £386k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 07301971. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Jonathan Elliott Wealth Management’s history from the FCA register and Companies House, newest first.
2018
1 April 2018
- Johanne Elliott stopped being a part-owner
Companies House
2016
6 April 2016
- Johanne Elliott became a part-owner (25–50% of shares)
- Jonathan Campbell Elliott took control (75–100% of shares)
Companies House
2012
10 May 2012
- Changed its registered name from "Jonathan Elliott"
FCA register
2010
1 July 2010
- Incorporated at Companies House
Companies House
2005
20 September 2005
- Became an appointed representative
FCA register
In the full report: all 9 events
- All 9 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms like Jonathan Elliott Wealth Management
Other firms of the same type (financial adviser), nearest first.
In London
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Jonathan Elliott Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details, 2 flagged
- 7 years of accounts, charted
- All 9 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk