Episode 20: David Jones

David Jones, Head of UK & Ireland Advisor Group, Dimensional

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and David delve into the details about:

• David’s career and what led him to joining Dimensional

• David’s PhD program and the book he’s been working on, covering the value of advice and his key findings

• Whether there is a barrier for broader acceptance of the value of advice, and how to overcome this

• What drives happiness in retirement and the psychology behind it

• How mind mapping and speed reading interweave with financial planning

• And finally, David’s approach to saving for retirement

Guest profile

David Jones heads up Dimensional’s UK and Ireland Advisor Group and is a Vice President in the firm’s London Office. He brings more than 30 years of financial services experience to his role, leading the team of regional directors who support the firm’s financial adviser clients in the UK and Ireland.

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.

David holds an MA in military studies and a BA in American studies form the University of Manchester. He also holds Master Licenced Trainer designations in mind mapping, memory skills, speed reading and applied innovation.