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David

David Arthur DIPPFS, Director of Financial Services

 

What’s your role at James Hair & Co?

I oversee the financial services side of the business, which means helping people to plan their finances so that they get the most out of their money, whether it’s their pension, investments, protection or inheritance.

 

What do you like best about it?

I love how varied my job is in terms of meeting different people and dealing with different scenarios. It’s also a real privilege to be entrusted to manage our clients’ finances to help them reach their goals.  

 

What one word sums you up and why?

Integrity – if you don’t have it you shouldn’t be doing this job.

 

What was the last thing you Googled?

‘How to stop slicing a golf ball’!!!

 

What’s No.1 on your bucket list?

A trip to The Masters golf tournament in Augusta. It looks fantastic on TV and I believe it’s even better in person!

 

Qualifications

  • FPC 1, 2 and 3, Financial Planning Certificate JO4
  • Pension Funding Options JO5
  • Pension Income Options J12, Securities Advice and Dealing RO1
  • Financial Services Regulation and Ethics RO2
  • Investment Principles and Risk RO5
  • Financial Protection
  • CII – Diploma in Financial Planning