Adam Jelley DipPFS Cert SMP
at Grosvenor Consultancy Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Swindon, England, United Kingdom, UK
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Experience
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Grosvenor Consultancy Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Apr 2022 - Present
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Sep 2020 - Present
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Eames Laurie Financial Services
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United Kingdom
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Financial Services
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1 - 100 Employee
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Jul 2019 - Aug 2020
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Jul 2018 - Aug 2020
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St. James’s Place Wealth Management
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United Kingdom
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1 - 100 Employee
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Partnership Accounts Service Adviser (Temp Contract)
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Jan 2018 - Jul 2018
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Torin-Sifan Ltd
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United Kingdom
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Industrial Machinery Manufacturing
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1 - 100 Employee
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Sales and Services Executive
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Sep 2016 - Jan 2018
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Education
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2018 - 2019
Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS), Financial Planning and Services -
2017 - 2018
The London Institute of Banking & Finance
Diploma for financial advisors (DipFA), Financial Planning and Services -
2021 - 2021
Chartered Insurance Institute
Certificate In Pension Transfer Advice, Financial Planning and Services -
2022 - 2022
Chartered Insurance Institute
AF8 Retirement Income Planning, Financial Planning and Services -
2021 - 2021
Chartered Insurance Institute
AF7 Pension Transfers, Financial Planning and Services -
2018 - 2018
Chartered Insurance Institute
R07 Advanced Mortgage Advice, Financial Planning and Services -
2018 - 2018
Chartered Insurance Institute
R06 Financial Planning Practise, Financial Planning and Services -
2019 - 2019
Chartered Insurance Institute
R05 Financial Protection, Financial Planning and Services -
2019 - 2019
Chartered Insurance Institute
R04 Pensions and Retirement Planning, Financial Planning and Services -
2019 - 2019
Chartered Insurance Institute
R03 Personal Taxation, Financial Planning and Services -
2019 - 2019
Chartered Insurance Institute
R02 Investment Principles and Risk, Financial Planning and Services -
2018 - 2018
Chartered Insurance Institute
R01 Financial Services, Regulations and Ethics, Financial Planning and Services -
2018 - 2018
Chartered Insurance Institute
CF6 Mortgage Advice, Financial Planning and Services -
2020 - 2020
FE Analytics
FE Analytics Certification, Financial Planning and Services -
2014 - 2016
AAT
Level 2, AAT Accountancy -
2014 - 2016
New College Swindon
A Level, Applied Business -
2009 - 2014
Highworth Warneford School
Community
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