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WHO WE ARE

Sion Kenny

CertPFS (DM)

Paraplanner

01792 483 860

sionkenny@portfolio.org.uk

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Sion joined Portfolio in early 2021 having previously worked for more than 7 years with another advisory firm in South Wales.

During his time working within the financial services industry, Sion has completed qualifications in business administration before completing Level 3 certificates in Financial Services and Investment Operations. Sion is currently studying toward a level 4 Diploma in regulated financial planning, having already completed exams R01 through to R04.

Sion is part of the Paraplanning team supporting advisers with fund research, report writing and implementing recommendations.

Sion was born and raised in Swansea, having attended Bishop Gore Comprehensive School, and was previously a playing member of Mumbles RFC.

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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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