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WHO WE ARE

Jonathan Foley

APFS

Head Of Compliance And Governance & Chartered Financial Planner

01792 483 860

Jon@portfolio.org.uk

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Jon has 18 years’ worth of financial services experience working at a life office and several local independent financial planning firms, including working at Portfolio between 2011 and 2014. He has re-joined Portfolio having enjoyed working with Christian, Gareth and the team at Portfolio previously.

Jon’s expertise is in compliance and has held the role of Compliance Officer at other firms. He is also a member of the Chartered Insurance Institute under which he is a Chartered Financial Planner.

Jon is married and has a daughter who arrived in the summer of 2020, in his spare time Jon enjoys a variety of sports and fishing.

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Please contact us to discuss your requirements:

01792 483 860

info@portfolio.org.uk

Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.

Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY

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