Bruno Dipfa Email
Personal Wealth Advisor @ Lloyds Wealth
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Bruno Dipfa Location
- United Kingdom
Bruno Dipfa Work
- 2026 - now Personal Wealth Advisor @
- 2019 - 2026 Personal Wealth Adviser @
- 2014 - 2019 Private Banking and Investment Advice Manager @ Lloyds Banking Group
- 2012 - 2014 Financial Consultant @ Lloyds Banking Group
- 2010 - 2012 Senior Branch Advisor @ Cooperative Bank
- 2000 - 2010 Senior Customer Account Manager @
- 1999 - 2000 Senior Customer Service Adviser @ First National Tricity Finance
Bruno Dipfa Education
- IFS school of finance
(Finance)
2009 - 2011 - ICS 2002 - 2003
Bruno Dipfa Skills
- Financial Advisory
- Team Building
- Banking
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Critical Illness
- Relationship Management
- Collections
- Fact Finding
- Negotiation
- Finance
- Credit Control
- Strategic Planning
- Financial Services
- Wealth Management
- Underwriting
- Microsoft Office
- Strategic Financial Planning
- Debt Collection
- Marketing
- Personal Loans
- Supervisory Skills
- New Business Development
- Training
- Customer Service
- Wealth
- Outstanding Customer Service
- Management
- Coaching
- Retail Banking
- Inheritance Tax Planning
- Sales Presentations
- Accounts Receivable
- Loans
- Recruiting
- CRM
Bruno Dipfa Summary
- Bruno Dipfa, based in United Kingdom, is currently a Personal Wealth Advisor at Lloyds Wealth. Bruno Dipfa brings experience from previous roles at Schroders Personal Wealth, Lloyds Banking Group and Cooperative Bank. Bruno Dipfa holds a 2009 - 2011 IFS school of finance. With a robust skill set that includes Financial Advisory, Team Building, Banking, Pensions, Insurance and more.
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