Chris Jones

Chris Jones – Dynamic Planner Proposition Director – answered questions on MiFID II suitability requirements in a live, one-hour chat hosted by Paraplanners Powwow. Chris spoke with Paraplanners Powwow founder and show host Richard Allum, and fielded questions from a lively audience, who registered for the event.     The discussion encompassed changes in the […]

Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with paraplanners about the importance of clear and accurate suitability reports. Chris was presenting at two Personal Finance Society (PFS) ‘Purely Paraplanning’ events in Birmingham and in London this autumn. He engaged with audiences on key issues in this area, discussing […]

Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this newly created role, Chris will take on overall responsibility for Dynamic Planner’s proposition to advisers and asset managers. Chris joins from Intrinsic, one of the UK’s largest networks of financial advisers, where he worked for more than six years. Chris […]