David Dippfs Email
Financial Planning Manager @ Aegon UK
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David Dippfs Location
- Lancashire, GB
David Dippfs Work
- Financial Planning Manager @ (February 2024 - Present)
- Financial Planning Manager @ (March 2011 - January 2024)
- Regional Manager (Bancassurance) @ (July 2007 - December 2010)
- Client Relationship Manager @ (June 1998 - July 2007)
- Financial Advisor @ (July 1992 - May 1998)
David Dippfs Education
- Chartered Insurance Institute
Diploma (Financial Planning and Services)
2009-2010
David Dippfs Skills
- Strategic Financial Planning
- CRM
- Management
- High Net Worth Individuals
- Sales
- Financial Services
- Wealth Management
- Pensions
- Mortgage Lending
- Retail Banking
- Banking
- Retirement Planning
- Investments
- Financial Advisory
- Portfolio Management
David Dippfs Summary
- David Dippfs, based in Lancashire, GB, is currently a Financial Planning Manager at Aegon UK. David Dippfs brings experience from previous roles at Nationwide Building Society, Santander UK and Halifax. David Dippfs holds a 2009 - 2010 Diploma in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Strategic Financial Planning, CRM, Management, High Net Worth Individuals, Sales and more. David Dippfs has 2 emails on RocketReach.
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