Adam Elliott

BSc (Hons), APFS Certs CII (MP&ER)

Adam grew up in Appleby before graduating from Sheffield Hallam University. He started his career by joining a home service insurance company in 1994 and quickly progressed through his qualifications to become a financial adviser. Since then, he has worked for a national life assurance company and two local accountancy practices, and gained a loyal client following. Adam is a qualified Chartered Financial Planner, providing advice on a wide range of subjects including long-term care.  

Adam still lives locally to Penrith with his wife and 2 sons, out of work his great passion is golf. He has been a member of Appleby Golf Club most of his life, where he holds the course record, was club Captain in 2012, and still serves on the committee. 

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Emerald Associates is a trading name of Emerald Financial Associates Ltd. Emerald Financial Associates Ltd is registered in England and Wales, Number 07122749. Registered Office: Units 2-3 Shawwell Business Centre, Stagshaw Road, Northumberland, Corbridge , NE45 5PE.