James Dipfa Location
Mortimer West End, GB
James Dipfa Work
- 2021 - now Wealth Manager @ Schroders Personal Wealth
- 2020 - 2021 Independent Financial Advisor @ Police Mutual
- 2003 - 2014 Financial Planning Manager @ Nationwide Building Society
- 1996 - 1999 Sales Consultant @ Thomas Cook Group plc
- 1995 - 1996 Customer Service Representative @ Lloyds Bank
- 1989 - 1992 Customer Service Representative @ Lloyds Bank
- 2016 - 2019 Independent Financial Adviser and Project Manager @ LEBC - The Retirement Adviser
- 2015 - 2016 Senior Supervisor @ Bank of England - Prudential Regulation Authority
- 2014 - 2015 Independent Financial Advisor @ Finch Financial Svcs LLP
- 2014 - 2014 Financial Services Contractor @ Major high Street banking group
James Dipfa Education
- University of Plymouth
Bachelor's Degree (Geography)
1992 - 1995 - LIBF
James Dipfa Skills
- Financial Services
- Strategic Financial Planning
- Pensions
- Wealth Management
- Banking
- Portfolio Management
- Business Analysis
- Financial Analysis
- Calculations
- Negotiation
James Dipfa Summary
James Dipfa, based in Mortimer West End, GB, is currently a Wealth Manager at Schroders Personal Wealth. James Dipfa brings experience from previous roles at Police Mutual, Nationwide Building Society, Thomas Cook and Lloyds Bank. James Dipfa holds a 1992 - 1995 Bachelor's Degree in Geography @ University of Plymouth. With a robust skill set that includes Financial Services, Strategic Financial Planning, Pensions, Wealth Management, Banking and more. James Dipfa has 1 emails on RocketReach.
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