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Please feel free to get in touch

Our Wealth Planners

Gwilym Lloyd Jones

Wealth Planner

Qualifications:

BSc (Hons), DipPFS

Biog:

I joined Sanlam in 2010 on their award winning Graduate Scheme. This was a huge change in direction for me after graduating with Honours in Marine and Coastal Management from the University of Aberdeen in 2009. I’ve relished the challenge and not looked back on my career choice.

Having quickly achieved the Certificate for Financial Advisers and Diploma in Financial Planning I am now actively working towards achieving Chartered Financial Planner status.

During my years with Sanlam I have gathered experience in advising both private and corporate clients, and pride myself in understanding each client’s specific objectives before delivering a tailored solution to meet their needs.

Outside of work I enjoy spending time with my two young sons; Jack and Oliver, and fiancée; Del. I also enjoy playing cricket for Bangor Cricket Club and keeping fit.

Contact:

getintouch@sanlam.co.uk

Testimonials:

Gwilym Lloyd Jones

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.