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.
    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.
    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
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    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.
    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.
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