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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  • Testimonials

    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.
    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’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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
    Thank you so much again for your time and brilliant advice.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
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