Dipfa Affiliate Email

Private Wealth Manager @ Chase Buchanan Wealth Management

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Dipfa Affiliate Location

London, England, GB

Dipfa Affiliate Work

2024 - now Private Wealth Manager @
2021 - 2024 Independent Financial Adviser @ Self-employed
2020 - 2021 QFAS - Fast Track @
2018 - 2020 Investment Manager @
2016 - 2018 Trainee Investment Manager @

Dipfa Affiliate Education

The Society of Trust & Estate Practitioners
Advanced Certificate in Trusts: Law and Practice (International)
2024 - 2025
Chartered Insurance Institute 2020 - 2021
The London Institute of Banking & Finance 2020 - 2020
The Chartered Institute for Securities & Investment (The CISI) 2016 - 2018
The University of Manchester
BA (Modern History with Economics)
2010 - 2014
Plymouth College Independent School
(A Levels: Business Studies and Economics, History, Diploma in Financial Studies, Music)
2005 - 2010

Dipfa Affiliate Summary

Dipfa Affiliate, based in London, England, GB, is currently a Private Wealth Manager at Chase Buchanan Wealth Management. Dipfa Affiliate brings experience from previous roles at Self-employed, Quilter, WH Ireland and JM Finn & Co. Dipfa Affiliate holds a 2024 - 2025 Advanced Certificate in Trusts: Law and Practice (International) @ The Society of Trust & Estate Practitioners. Dipfa Affiliate has 1 emails on RocketReach.

Dipfa Affiliate Emails

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