James Lacey DipPFS
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.
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