Jordan Staley Cert CII (MP)
I joined DGS Chartered Financial Planners in March 2018 in an administrative Support position. Since then both my technical and practical competence has grown considerably and I am now responsible for providing extensive technical, communicative and administrative support to our financial advisers, Ian Staley and Darren Jones who are based in our Ashby office.
Alongside my adviser support role I provide financial protection advice to individuals. I am also currently studying towards my Chartered Status, with the long-term goal of becoming a Chartered Financial Planner.
- RO1 – Financial Services, Regulation and Ethics
- RO2 – Investment Principles & Risk
- RO3 – Personal Taxation
- RO4 – Pensions and Retirement Planning
- RO5 – Financial Protection
- CF6 – Mortgage Advice