top of page

Episode 139

The Future of Wealth with David Jones & Elliott Poole

Episode 139

In this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors.

Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more!

Join our community: nextgenplanners.co.uk/join-our-community



Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

Copy of plannex initial branding concepts (1).png

Copyright © 2025 Plannex

  • LinkedIn
  • Instagram
  • Twitter
  • Facebook
  • YouTube
  • Spotify
mediamodifier_image (11).png

Join our Mailing List...

...and receive a free 'great questions' list for financial planners, curated by our members

We promise to only send you things you may be interested in. You can unsubscribe at any time.

bottom of page