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.

Qualifications

  • 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

WANT TO FIND OUT MORE ABOUT OUR SERVICES?

CONTACT US FOR AN INITIAL FREE NO-OBLIGATION CONSULTATION

Start a conversation today

Our Services

Company

Our People

Contact us

St. Albans

  • Tel. 01727 514444
  • Fax. 01727 514555

Shenley

  • Tel. 01923 853774
  • Fax. 01923 635583

London

  • Tel. 0208 524 8521
  • Fax. 0208 524 8523

Midlands

  • Tel. 01530 567020
  • Fax. 01530 415816
Copyright DGS IFAs Ltd 2016
facebook linkedin

DGS Independent Financial Advisers Limited is registered in England and Wales. Company number 03784035

Registered and trading address: 2 Crown Buildings, The Green, Chingford, London E4 7EX

Authorised and regulated by the Financial Conduct Authority under reference 225814

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Not all products and services offered are regulated by the FCA. For further information and to check each firm’s registration details, please visit the FCA using the link below.

The Financial Conduct Authority is the main regulatory body for the financial services, general insurance and healthcare industries http://www.fca.org.uk/

The Financial Ombudsman Service provides consumers with a free, independent service for resolving disputes with financial firms http://www.financial-ombudsman.org.uk/

If you have any questions relating to the information contained in this page, please contact us at enquiries@dgsifa.com

Should you wish to make a complaint about any aspect of the service we provide to you, you can do this by writing to enquiries@dgsifa.com or by telephoning us on 020 8524 8521 where we will try to resolve your concern at the earliest time possible. A summary of our internal complaints handing procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on 0800 023 4567