Independent Financial Adviser

Adam Jelley

Adam Jelley

Adam is a Financial Adviser based in our Swindon office who has been working in the industry since January 2018. Having joined Grosvenor Consultancy Ltd in September 2020, Adam spends his time supporting the business with technical research and providing financial advice to his personal clients.

He is passionate about providing a bespoke and comprehensive service to all generations, with a particular focus on assisting families. In addition, he places great emphasis on not only ensuring his clients understand their personal finances, but their children alike, providing a holistic approach to financial education.

Adam continues to expand his knowledge by taking exams on a regular basis, and only requires an additional 3 exams to obtain Chartered status.

In his spare time, Adam enjoys running, playing golf, finding new places to eat and travel.

Thank you once again for all your work. And we look forward to approaching you again in 5 years’ time. The difference in service we received from you compared with the original broker was Night & Day.

RC

It’s rare that you receive good, efficient, and responsive customer service these days; but you achieved on all levels. I really appreciate your help.

LB

Contact Adam

If you have a question or need some help then please call Adam on 01793 433965 or click the box below.

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