Adam Charles Jelley

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Grosvenor Consultancy Limited

    FRN 187799

    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 5 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2020)
    • CF30 Customer (26 Apr 2019 to 31 Aug 2020)
  • Eames Laurie Financial Services (no longer approved here)

    FRN 214848

    • (12)Employed By (26 Apr 2019 to 31 Aug 2020)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.