David Dipfa's Location
Falmouth, GB
David Dipfa's Work
- Chartered Financial Planner @ Octo Financial Planning Ltd
- Chartered Financial Planner @ Quilter Financial Advisers
- Financial planning manager @ AXA Wealth
- Financial advisor @ Cis
- Branch manager @ The Co-operative Bank plc
David Dipfa's Education
- University of Plymouth
Bachelor of Science (BS) (Accounting and Finance)
1998 - 2001
David Dipfa's Skills
- Financial Advisory
- Pensions
- Retirement Planning
- Sales
- Financial Planning
- Investments
- Mortgage Lending
- Finance
- Certificate in Equity Release
- Income Protection
David Dipfa's Summary
David Dipfa, based in Falmouth, GB, is currently a Chartered Financial Planner at Octo Financial Planning Ltd, bringing experience from previous roles at Quilter Financial Advisers, AXA Wealth, Cis and The Co-operative Banking Group. David Dipfa holds a 1998 - 2001 Bachelor of Science (BS) in Accounting and Finance @ University of Plymouth. With a robust skill set that includes Financial Advisory, Pensions, Retirement Planning, Sales, Financial Planning and more, David Dipfa contributes valuable insights to the industry. David Dipfa has 1 email on RocketReach.
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