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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    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.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    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.
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