Ceri Jones

Ceri Jones

Ceri Jones cropped bw

Ceri joined Gresham in 2017 as a Client Relations Administrator. With a degree in International Business, Finance and Economics, Ceri has long had aspirations to work within the financial services sector.

Ceri plays a vital role in our client relations team where she works to support our Financial Advisers with the day to day management of client portfolios. Both speaking to clients and dealing with providers on a daily basis, Ceri is a valuable member of the team and helps to underpin the service we provide to clients.

  • Client Testimonials

    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    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.
    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.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
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