James joined DNG Financial Services in the position of Head of Financial Planning in 2024. James comes with 12 years of experience across the Retail Banking & Wealth Management sector. With a solid foundation backed by a Master’s degree in Financial Services and certifications as a Qualified Financial Advisor (QFA) and a Certified Financial Planner (CFP®), James is committed to delivering expert guidance and tailored solutions to help clients achieve their financial goals.
James is now tasked with building a premier Financial Planning offering in Ireland, with his team offering expertise in Protection, Savings & Investing, Pensions, and Financial Planning. James firmly believes that every individual deserves to have their money work harder for them, and his mission is to make this a reality for each DNG Financial Planning client. Whether it's retirement planning, investment management, or estate planning, James is dedicated to crafting bespoke financial plans that align with their unique aspirations and circumstances.