Daniel Jones DipPFS
At the heart of my business is the priority of building a client/adviser relationship based on trust, understanding and longevity whilst delivering a personal, professional service at all times. The majority of my clients have held this relationship with me for 10-20 years and over this time you forge both personal as well as business relationships.
I am qualified to advise on all aspects of financial planning from pensions to investments, savings, life assurance, protection and mortgages. I also work alongside specialists in areas such as Defined Benefit (Final Salary) Pension Schemes, Equity Release, Employee Benefits and Wills and Trusts.
Outside of work I am a keen sports fan and a season ticket holder at the football club I’ve supported all my life. I enjoy playing golf but remain a beginner despite having played on and off for years! Portugal is somewhere that is very close to my heart and one of my ambitions is to one day learn to speak fluent Portuguese.
I have been a qualified financial adviser since 1996 and as of April 2018 moved my business over to work with DGS Chartered Financial Planners. Having spent most of my working life in the financial services profession I hold the Certificate in Financial Planning and Diploma in Financial Planning. Prior to DGS I ran my business through another local firm for almost 14 years. Over this time I have gained many invaluable contacts within the profession.
- FPC1 – Financial Services and their Regulation
- FPC2 – Protection, Savings and Investment Products
- FPC3 – Identifying and Satisfying Client Needs
- FPC – Financial Planning Certificate
- CF6 – Mortgage Advice
- RO1 – Financial Services, Regulation and Ethics
- RO2 – Investment Principles and Risk
- RO3 – Personal Taxation
- RO6 – Financial Planning Practice
- CII Level 4 Diploma in Financial Planning (QCF)
CII – Chartered Insurance Institute