Dan Dippfs Email
Financial Planner @ Perspective Financial Group Ltd
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Dan Dippfs Location
- United Kingdom
Dan Dippfs Work
- 2025 - now Financial Planner @
- 2021 - 2025 Independent Financial Adviser @
- 2020 - 2021 Trainee Independent Financial Advisor @
- 2018 - 2019 Operations and Sales Manager @
- 2014 - 2018 Valuations Analyst @
- 2013 - 2014 Team Manager, Investment Accounting @ Suffolk Life
- 2011 - 2013 Team Manager, Client Reporting @ Suffolk Life
- 2006 - 2011 Technician, Client Reporting @ Suffolk Life
Dan Dippfs Education
- The Chartered Institute for Securities & Investment (The CISI)
(Chartered Wealth Manager Financial Markets)
2019 - 2020 - The Chartered Institute for Securities & Investment (The CISI)
(Private Client Investment Advice & Management (PCIAM))
2018 - 2018 - CFA Institute
Level I of the CFA Program
2014 - 2014 - CFA Institute
Investment Management Certificate (IMC)
2013 - 2013 - Chantry and Stoke Sixth Form
Maths, Further Maths, Chemistry and French
2004 - 2006 - Chantry High School 1999 - 2004
- AAT
Association of Accounting Technicians (AAT)
Dan Dippfs Summary
- Dan Dippfs, based in United Kingdom, is currently a Financial Planner at Perspective Financial Group Ltd. Dan Dippfs brings experience from previous roles at Woodward Markwell Financial Advisers Ltd, iNet Group Ltd and Legal & General Investment Management. Dan Dippfs holds a 2019 - 2020 The Chartered Institute for Securities & Investment (The CISI). Dan Dippfs has 1 emails on RocketReach.
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Top Perspective Financial Group Ltd Employees
Daniel Stokoe
Regional Director, Head of Training Academy and recruitment
England, United Kingdom
Lindsey Chartered
Group Head of People
Chorley, GB
Tim Langman
Managing Director
Milton Keynes, GB
David Hesketh
Chief Financial Officer
Wilmslow, GB
Mena Heer
M and A Integration Manager
Slough, GB
Jayne Fcim
Group Head of Marketing
Seaton Burn, England, GB
Tom SMP
Director
England, United Kingdom
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