Dan Dippfs Email
Financial Planner @ Perspective Financial Group Ltd
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Dan Dippfs Location
- United Kingdom
Dan Dippfs Work
- Financial Planner @ (September 2025 - Present)
- Independent Financial Adviser @ (July 2021 - September 2025)
- Trainee Independent Financial Advisor @ (January 2020 - July 2021)
- Operations and Sales Manager @ (June 2018 - November 2019)
- Valuations Analyst @ (March 2014 - March 2018)
- Team Manager, Investment Accounting @ Suffolk Life (June 2013 - March 2014)
- Team Manager, Client Reporting @ Suffolk Life (March 2011 - June 2013)
- Technician, Client Reporting @ Suffolk Life (October 2006 - March 2011)
Dan Dippfs Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager Financial Markets (Chartered Wealth Manager Financial Markets)
2019-2020 - The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management (PCIAM) (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 )
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 Chartered Wealth Manager Financial Markets in Chartered Wealth Manager Financial Markets @ 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
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England, United Kingdom
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Julie Hepworth
Chief Regulatory Officer
Halifax, GB
David Hesketh
Chief Financial Officer
Wilmslow, GB
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Dale Gough
Office Principal and Financial Planner
Droitwich Spa, England, GB
Jeff Scott
Chairperson
London, GB
Thomas Rowen
General Counsel
Manchester, England, GB
Jayne Fcim
Group Head of Marketing
Seaton Burn, England, GB
Jim Knights
Director
Marlborough, GB
Lewis Benson
Financial Planner
Shrewsbury, GB
Iain McKenzie
Chief Operating Officer
United Kingdom
Lisa Aica
Head of Core Compliance
Birmingham, GB
Tom SMP
Director
England, United Kingdom
Sara M.
Head of Paraplanning
Newcastle upon Tyne, GB
Grey Chen
Interim Group M and A Associate Director
United Kingdom
Michael Berry
Head of Artificial Intelligence
Manchester, GB
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