WHO WE ARE

Jared Thomas

BA (Hons)

Client Relationship Officer

Jared joined Portfolio as a Business Support Officer in May 2018 and quickly became an integral part of the support team, working closely with advisers to ensure efficient delivery of client propositions, and also assisting the directors with analysis and assessment of investment strategies.

Jared has also been involved in several projects, which in turn has helped him develop his technical knowledge across a range of areas of financial services.

He holds a 1st Class (BA) Hons Degree in Accounting and Finance from Cardiff Metropolitan University where he graduated in 2015 and is on target to complete the Chartered Insurance Institutes’ Diploma in Regulated Financial Planning in 2021.

 

In his spare time Jared enjoys exercising, reading and watching Cardiff City FC.