Jason Adams

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • True Potential Wealth Management LLP

    FRN 529810

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 18 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2025)
    • CF1 Director (AR) (15 Jun 2010 to 7 Jun 2018)
    • CF30 Customer (4 Dec 2007 to 19 Aug 2025)
  • Wellesley Investment Management Ltd (no longer approved here)

    FRN 179347

    • (16)Employed By (4 Dec 2007 to 19 Aug 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (17 Aug 2002 to 18 Aug 2002)

Recent activity

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

  1. controlled function removed: Employed By at Wellesley Investment Management Ltd

  2. controlled function added: (16)Employed By at Wellesley Investment Management Ltd