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Our Wealth Planners

Daniel Jones

Senior Wealth Planner




I've worked in financial services since June 2006 after graduating from university with a 2:1 honours degree in Law and Business, starting at a small IFA firm, Fletcher Davies Ltd before moving to Sanlam in December 2010.

My wife and I have two young sons who love to play in the park and visit Chester Zoo. I am the captain at Llandyrnog Football Club and also enjoy cycling and a round of golf when possible!




Daniel Jones was attentive, kind, courteous and knowledgeable. Much appreciated.

Paul Parkinson

Daniel has been very innovative and has responded very quickly to recent requests. Very professional.

Mr Patrick Jelly

Daniel Jones

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.