Adviser 3.0 Presents
Fear & Trust: Managing Client Behaviour in Uncertain Times
David Jones, (Chair) Head of UK and Ireland Advisor Group & VP, Dimensional Fund Advisors
David Jones heads Dimensional’s UK and Ireland Advisor Group out of the firm’s London office. He brings more than 30 years of financial services experience to his role, leading the team of Regional Directors that support the firm’s financial adviser clients in the UK and Ireland. He also heads up the firm’s strategic relationships. Prior to joining the firm in 2009, David was the managing director of his own financial planning practice, specialising in retirement planning and investment advice for corporate and private clients.
Helena Wardle, Founder & CEO, Money Means
Helena is a self-confessed geek, continuous learning is a hobby that she obsessively pursues in her spare time and this has led to her completing her MSc in Financial Planning. She is passionate about helping people get more clarity, confidence and reassurance with their money matters. She loves to spend her time learning about client’s stories and to help connect their money with what matters to them. It is important to her that the client journey is engaging and straightforward, and she does her best to bring money to life for people in plain English. Helena has recently published a book 'Money Means More Than Numbers'.
Dan Haylett, Head Of Growth, TFP Financial Planning
As a co-director of TFP, Dan’s ‘pull back the duvet every morning’ purpose is helping our clients spend their time and money on what’s truly important. His passion for understanding and learning about the emotional, behavioural, and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity’ and live their best life.
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