Patrick Jones

Pat Jones has over 16 years’ experience in the investment industry, with extensive knowledge of the UK financial adviser and wealth management market.

At Isio, Pat works closely with financial advice businesses, helping them develop and implement investment solutions ranging from fund-based propositions to custom model portfolios. He works with firms to understand their business objectives and proposition requirements, before identifying solutions that deliver strong investment outcomes for their clients.

Pat holds the Investment Management Certificate (CFA), Investment Advice Diploma (CISI), and a degree in Economics from the University of Hertfordshire.