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James Barber DipPFS - DGS Chartered Financial Planners

James Barber DipPFS

About Me

Having started in an Administrative Support role at a previous Independent Financial Adviser firm in Central London, I moved into a Paraplanning role around 18 months ago on completion of part of the Chartered Insurance Institute Diploma in Regulated Financial Planning. I joined DGS in September 2018 to work in a similar role and provide administrative, analytical and technical support to one of our Financial Planners Danny Newsum who is based in our Chingford Office.

I am currently working towards my Chartered Status, having achieving the Diploma in Regulated Financial Planning in January 2018 with the long term goal of becoming a Chartered Financial Planner.

Qualifications:

Diploma in Regulated Financial Planning

  • R01 – Financial Services, Regulation and Ethics
  • R02 – Investment Principles and Risk
  • R03 – Personal Taxation
  • R04 – Pensions and Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice

Further Chartered Insurance Institute Exams:

  • CF6 – Mortgage Advice
  • CF8 – Long Term Care Insurance
  • J10 – Discretionary Investment Management
  • ER1 – Equity Release
  • LP2 – Financial Services, Products and Solutions
  • AF5 – Financial Planning Process
  • AF8 – Retirement Income Planning