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.