Jordan Staley DipPFS - DGS Chartered Financial Planners

Jordan Staley DipPFS

About me

I joined DGS Chartered Financial Planners in March 2018 as a paraplanner, whilst also studying and progressing through the Chartered Insurance Institute Diploma in Regulated Financial Planning. I have now qualified as an Independent Financial Adviser providing holistic financial advice to a wide range of individuals and their families alike. My key focus is to build long term relationships with clients and other professionals, by delivering a first-class service at all times which is friendly, personal and professional.


  • RO1 – Financial Services, Regulation and Ethics
  • RO2 – Investment Principles & Risk
  • RO3 – Personal Taxation
  • RO4 – Pensions and Retirement Planning
  • RO5 – Financial Protection
  • RO6 – Financial Planning Practice
  • CF6 – Mortgage Advice