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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    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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
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    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
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