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James Lacey DipPFS - DGS Chartered Financial Planners

James Lacey DipPFS

About me

After graduating from the University of Plymouth, I started my career in the automotive sector, at the UK headquarters of a global car manufacturer. After spending some time away from work with my young son, I decided to turn a long-held passion for consumer finance into a new career path, self-studying for my Diploma in Regulated Financial Planning and joining DGS Chartered Financial Planners in 2020.

At DGS, I provide paraplanner support to Steve Piacenti, gaining valuable experience, knowledge and insight, as I work towards my goal of becoming a Chartered Financial Planner.

Away from work, I enjoy spending time with family as we head out for woodland walks or enjoy an all-weather picnic in the park.

My Qualifications

R01 Financial services, regulation & ethics

R02 Investment principles and risk

R03 Personal taxation

R04 Pensions and retirement planning

R05 Financial Protection

R06 Financial planning practice

LP2 Financial Services products and solutions

BSc (Hons) Design, Technology & Business – First Class