Gareth Jones | Gresham Wealth Management

I have been with Gresham Wealth Management since 2018 and bring almost 20 years of industry experience to my role. As an experienced paraplanner and a leading member of our investment committee, I am involved in shaping our investment strategies, ensuring our clients receive the best possible outcomes. My keen personal interest in the mechanics of financial markets and economics drives my passion in this field.

Working at Gresham has been a game changer for me. Here, I feel empowered to make a meaningful difference for our clients, helping them to navigate their investment journeys and achieve their longer-term financial objectives. It is incredibly rewarding to be able to see the positive impact our advice has on a client’s wealth, and I am proud to contribute to Gresham Wealth Management’s collective success.

Outside of work I enjoy exploring the countryside, watching movies, playing music and reading biographies.

Back to team

I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.