Eddie Dipfa Email
Financial Planning Manager @ EIS Financial Services Limited
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Eddie Dipfa Location
- Falkirk, GB
Eddie Dipfa Work
- 2017 -now Financial Planning Manager @
- 2014 -2017 Financial Planning Manager @ Santander Wealth Management
- 2014 -2014 Business Assurance Officer @ St. James's Place Wealth Management
- 2013 -2014 Account Manager @
- 2013 -2013 Mortgage and Protection Advisor @ Santander UK
- 2005 -2013 Financial Advisor @
- 2004 -2005 Financial Advisor @ Alliance & Leicester
- 2002 -2004 Financial Adviser @ CIS Financial & Insurance Services
Eddie Dipfa Education
- ifs University College
DipFA
2011-2012 - Institute of Financial Services
- The Chartered Insurance Institute
Eddie Dipfa Skills
- Banking
- Retail Banking
- Loans
- Mortgage Lending
- Financial Risk
- Investments
- Risk Management
- Relationship Management
- Financial Services
- Equities
- Wealth Management
- Financial Planning
- Pensions
- Financial Advisory
- Investment Advisory
- Pension Funds
Eddie Dipfa Summary
- Eddie Dipfa, based in Falkirk, GB, is currently a Financial Planning Manager at EIS Financial Services Limited. Eddie Dipfa brings experience from previous roles at Santander Wealth Management, St. James's Place Wealth Management, Prudential Assurance and Santander UK. Eddie Dipfa holds a 2011 - 2012 DipFA @ ifs University College. With a robust skill set that includes Banking, Retail Banking, Loans, Mortgage Lending, Financial Risk and more. Eddie Dipfa has 1 emails on RocketReach.
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