Dipfa Derek Douglas's Location
Glasgow, GB
Dipfa Derek Douglas's Work
- Senior Financial Adviser (Wealth Management) @ Melville Independent Plc
- Senior Wealth Manager @ PREMIER WEALTH MANAGERS LIMITED
- Financial Adviser @ Lloyds Banking Group
- Client Relationship Manager @ Santander
- Financial Adviser @ Lloyds Banking Group
- Financial Adviser @ The Co-operative Bank plc
Dipfa Derek Douglas's Education
- Member of London Institute Of Banking & Finance
Diploma 4
2012 - MAQ - Mortgage Advice Qualification2002
- FPC 1, 2, 31999
- Diploma 4 in Financial Services
Dipfa Derek Douglas's Skills
- Wealth Management
- Networking
- Financial Advisory
- Cross Selling
- Strategic Financial Planning
- Regulatory Guidelines
- Portfolio Management
- High Net Worth Individuals
- Investments
- Financial Risk
Dipfa Derek Douglas's Summary
Dipfa Derek Douglas, based in Glasgow, GB, is currently a Senior Financial Adviser (Wealth Management) at Melville Independent Plc, bringing experience from previous roles at Premier Wealth Managers Limited, Lloyds Banking Group and Banco Santander. Dipfa Derek Douglas holds a Diploma 4 @ Member of London Institute Of Banking & Finance. With a robust skill set that includes Wealth Management, Networking, Financial Advisory, Cross Selling, Strategic Financial Planning and more, Dipfa Derek Douglas contributes valuable insights to the industry. Dipfa Derek Douglas has 1 email on RocketReach.
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