David Jones

Director


01562 888440
07973 785898

David has been in financial services since 1989 and has held various roles in Direct Sales organisations before becoming an IFA in 1996. David became a Director at KRD in 2011 and has helped grow and develop it into the successful company it is today.

David is married with two children and three grandchildren. He enjoys watching football and playing golf, but only when it's not raining. 

Specific Skills

  • Pre-retirement planning
  • Post-retirement planning
  • Investment planning
  • Cash-flow forecasting
  • Inheritance Tax Planning

Professional Development

In line with industry requirements David maintains his Continued Professional Development program and his Statement of Professional Standing.

David continues to study to enhance his knowledge, which enables him to be proactive in an ever changing and complex environment. 

Personal Statement

My aim is to make my clients more financially secure, not only for themselves but their families. To develop plans that are achievable and that are realistic to them. There's nothing more satisfying than helping clients achieve their goals and see a plan that has taken years to develop finally come to fruition.

I always try to make myself available to answer any questions that arise, either by phone or email as I don't like to think clients may be worrying about something I can hopefully put their minds at rest about quite easily.

Lots of my clients I now categorise as friends, and a lot of client's children and parents are now also clients. This situation brings me a lot of satisfaction as to be recommended to family and friends is the biggest compliment I can get, as I feel that this shows the trust that has been built up along the way.