WHO WE ARE

Gareth Jones

MCMI, MLIBF, DipFA, PETR

Finance and Operations Director

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.

Gareth is married with 3 children and a grand-daughter, whom he claims take up much of his time outside of work.  In his remaining free time, he enjoys watching sport, especially football and rugby.  Other pastimes include reading conspiracy novels, listening to an eclectic range of music, cooking and travelling.