WHO WE ARE

Jonathan Foley

APFS

Head Of Compliance And Governance & Chartered Financial Planner

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.