David Jones

BA (Hons) FPFS

Head of Financial Planning

Role:

David is our Head of Financial Planning, with responsibility for enhancing our client experience and developing our team of financial planners. He is a Senior Financial Planner himself, delivering wealth management solutions to our clients whilst forming deep and enduring relationships with them.

Qualifications:

  • Chartered Financial Planner
  • BA (Hons)

Memberships:

  • Fellow of the Personal Finance Society (FPFS)
  • The Chartered Institute of Securities and Investment (CISI)

What do you enjoy about your role?

Creating strategies to help clients achieve the things that are most important to them.  Seeing a client realise they can do something they’d previously thought was unattainable is the best part of the job for me.

What are you passionate about?

Personal development, both my own and that of the team around me.

What do you like most about working for Fiscal Engineers?

The unwavering focus on achieving the best possible outcome for clients and the knowledge that everyone in the team shares it.

What are your interests?

I have two young sons who keep me very busy!  I’m a Brighton & Hove Albion supporter (having grown up in Sussex) and take an interest in most other sports.

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