Gareth Jones

Gareth Jones

Joining Gresham in 2018, Gareth is a Paraplanner on our technical research team.

Responsible for effectively delivering technical support to the firm’s advisers, Gareth’s day-to-day work involves producing suitability letters, discussion documents, client reports and product research.

Gareth has excellent technical knowledge and is also well-versed in regulatory and compliance matters.

Gareth holds a number of professional certificates and is working towards further qualifications to contribute to his working knowledge and eventually become Chartered.

Outside of work Gareth likes exploring the countryside, watching movies, playing music and reading biographies.

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    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
    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.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
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