Gareth joined Portfolio 2012, being appointed a director in October 2013 and is responsible for financial, operational and compliance matters along with ensuring the smooth running of the company.
He has a wealth of experience in financial services and management in large organisations, having started his career at NatWest Bank, before taking senior roles with the Probation Service and Neath Port Talbot County Borough Council. He returned to the financial services industry in 2008, managing a large firm of IFAs based in South Wales.
He is a Member of the London Institute of Banking & Finance holding the Diploma for Financial Advisers (DipFA) and Award in Pension Transfers (PETR) and is continuing to work towards Chartered status. He also holds professional qualifications in management accountancy via the Chartered Institute of Management Accountants, and is a member of the Chartered Management Institute.