WHO WE ARE

Sion Kenny

CertPFS (DM)

Paraplanner

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.