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Authorised and regulated by the Financial Services Authority.
The FSA does not regulate all of the products and services we provide. |
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| What makes us stand out
from the crowd? |
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Dependability -
Our clients' interests come first at all times. |
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Peace
of mind – Clients
know we are always at hand to assist them. |
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Consistency – We
are a small firm with experienced staff, renowned
for our high quality personal advice and service. |
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Service - We
work as a team, providing multiple contact points
for our clients, enhancing service and response
to their needs. The commitment, skills and approach
by each team member are our greatest asset and
resource. |
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Expertise
and qualifications - David
Jones has worked in the Financial Services Industry
since 1977 and is a Certified Financial
Planner (CFP). This is one of the highest levels of professional endorsement for Financial Planners,
recognised worldwide. Each team member has or is studying for Financial Planning
qualifications The average length of time employed in the financial services
industry is twelve years' per team member. |
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