Ian Dipfa Email & Phone Number
Director and Financial Planning Consultant @ PRINCIPLE WEALTH SOLUTIONS LIMITED
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Ian Dipfa Location
- Alsager, GB
Ian Dipfa Work
- 2013 -now Director and Financial Planning Consultant @
- 2014 -2017 Managing Director @ Principle Consultancy Solutions Ltd
- 2011 -2013 Regional Business Manager @ AXA Wealth
- 2005 -2010 Area Manager @ AXA Wealth
- 1999 -2004 Sales Development Manager @
- 1997 -1999 Financial Adviser @
Ian Dipfa Education
- Newcastle under Lyme College
Diploma in Business and Finance (Business Administration, Management and Operations)
1987-1990 - Clough Hall School 1983-1987
Ian Dipfa Skills
- Relationship Management
- Wealth Management
- Retail Banking
- Pensions
- Financial Services
- Mortgage Lending
- Banking
- Bancassurance
- Financial Advisory
- Business Relationship Management
- Retirement Planning
- Investments
- Savings
- Strategic Financial Planning
- Insurance
- Management
- Sales Management
- Team Management
- General Insurance
- New Business Development
- Risk Management
- Business Planning
- Performance Management
- Life Insurance
- CRM
- Business Strategy
- Income Protection
- Wealth
- Investment Advisory
- Leadership
- Portfolio Management
- Wealth Management Services
- Mutual Funds
- Finance
- Retirement
- Coaching
- Recruiting
- Critical Illness
- Financial Risk
- Financial Planning
Ian Dipfa Summary
- Ian Dipfa, based in Alsager, GB, is currently a Director and Financial Planning Consultant at PRINCIPLE WEALTH SOLUTIONS LIMITED. Ian Dipfa brings experience from previous roles at Principle Consultancy Solutions Ltd, AXA Wealth and Britannia Building Society. Ian Dipfa holds a 1987 - 1990 Diploma in Business and Finance in Business Administration, Management and Operations @ Newcastle under Lyme College. With a robust skill set that includes Relationship Management, Wealth Management, Retail Banking, Pensions, Financial Services and more. Ian Dipfa has 1 mobile phone numbers on RocketReach.
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