Daniel Jones Financial Planner

WORK HISTORY

EDUCATION

SKILLS

ABOUT DANIEL JONES FINANCIAL PLANNER

I help people approaching or in retirement enjoy life to the fullest — without fear of running out of money, no matter what the future holds. Of all the things there are to worry about in life, I try to make sure that money isn\'t one of them.If you didn\'t have to work, what would you spend your time doing? Retirement from work should not mean retirement from life! As people approach retirement their main fears tend to be \"will I run out of money\" and \"do I have enough\". This often leads to them being overly cautious with their money in retirement and not living as full a life as they could. Taking one holiday a year when they could be taking three. Or working for longer than they need to thinking they can\'t afford to stop.Too many people run out of time, before they run out of money. My role is to help you achieve all you want from your life before it’s too late. Helping you achieve and maintain the lifestyle you desire without fear of ever running out of money – or dying with too much! No one wants to be the richest person in the graveyard.By producing a lifetime financial plan together, and reviewing it regularly, I can show you if you already have enough, or what more you need to do to get there.The majority of my clients have held an ongoing relationship with me for 10 - 20+ years. The key to such long-term relationships, and many become friendships, is trust and understanding whilst delivering a very personal, yet professional, service.I have been a qualified financial adviser since 1998 and hold the Certificate in Financial Planning and Diploma in Financial Planning. I have gained a wealth of experience over this time and specialise in lifestyle financial planning, retirement planning, at/in retirement advice, and investment advice.Meetings can be held in person or via Zoom. Through our use of technology and online client portal, we are able to offer a great service to all of our clients. I am proud to say that I have a 5* rating on VouchedFor which is based on independently verified client testimonials and have qualified as a Top Rated Adviser in 2021, 2022, 2023, 2024 and 2025. You can find the link to view these testimonials within my contact details. For a no obligation chat about how I may be able to help you, message me here on LinkedIn or contact me via email at: d•••@dgsifa.com