FutureCertainty
Changing the world, one plan at a time...
David Jones came in to financial services in 1990
following a successful career as the national
training manager with an international recruitment
consultancy. He has eighteen years' experience in
Corporate Pensions and Employee Benefits with
multi-national corporate clients in a wide range of
industry sectors including: IT & Telecoms,
Travel, Film, Publishing and Design.
In 1996 he co-founded Ultimate Pension Reviews Ltd, to provide an independent pension analysis service for individuals. This was featured in a number of television documentaries on pensions including: World in Action, The Money Programme and Panorama.
In 2004 David completed the Bachrach & Associates Values Based Selling and Trusted Adviser Coach programmes in the United States and has recently qualified as the UK's first Certified Wealthcare Analyst™.
David is the only licensed coach for the Carter Institute Clients Forever training programme outside the USA and, in addition to looking after his own clients, he also coaches other financial professionals and provides a specialist third-party financial planning and report writing service for other advisers.
In 2007 David complete the Kinder Institute Seven Stages of Money Maturity course and is a registered Lifeplanner.
"My personal journey through the world of finance over almost two decades has been immensely worthwhile if at times frustrating. Frustrating, because of the outrage I have felt at the way the financial services industry treats its customers and the difficulties I have had to overcome to find a new way forward. Worthwhile, because the end result is the creation of FutureCertainty™; a robust step-by-step process that provides a more satisfactory investment experience and a more predictable financial future for my clients.
My methodology brings together the disciplines of coaching, financial planning and investment management in a unique and powerful combination that allows people to have greater certainty about their financial futures."
David Jones
In 1996 he co-founded Ultimate Pension Reviews Ltd, to provide an independent pension analysis service for individuals. This was featured in a number of television documentaries on pensions including: World in Action, The Money Programme and Panorama.
In 2004 David completed the Bachrach & Associates Values Based Selling and Trusted Adviser Coach programmes in the United States and has recently qualified as the UK's first Certified Wealthcare Analyst™.
David is the only licensed coach for the Carter Institute Clients Forever training programme outside the USA and, in addition to looking after his own clients, he also coaches other financial professionals and provides a specialist third-party financial planning and report writing service for other advisers.
In 2007 David complete the Kinder Institute Seven Stages of Money Maturity course and is a registered Lifeplanner.
"My personal journey through the world of finance over almost two decades has been immensely worthwhile if at times frustrating. Frustrating, because of the outrage I have felt at the way the financial services industry treats its customers and the difficulties I have had to overcome to find a new way forward. Worthwhile, because the end result is the creation of FutureCertainty™; a robust step-by-step process that provides a more satisfactory investment experience and a more predictable financial future for my clients.
My methodology brings together the disciplines of coaching, financial planning and investment management in a unique and powerful combination that allows people to have greater certainty about their financial futures."
David Jones
Head chef