James Dipfa Email
Private Wealth Director @ Harrison Rowe Private Wealth
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James Dipfa Location
- Dubai, AE
James Dipfa Work
- 2019 - now Private Wealth Director @
- 2019 - now Private Wealth Director @
- 2015 - 2016 Head of Insurance @
- 2013 - 2015 Senior Financial Planner @
- 2008 - 2013 Financial Adviser @
- 2003 - 2007 Client Liaison (Back Office) @
- 2001 - 2003 Customer Services Liaison @
James Dipfa Education
- Coopers Technical College
A-Levels (English, French, Business)
1999 - 2001 - Eltham College
Secondary Education (GCSE)
1994 - 1999
James Dipfa Skills
- Wealth Management
- Financial Advice
- Pension
- Investments
- Investment Compliance
- Investment Promotion
- Mortgage Lending
- Mortgage Marketing
- Mortgage Underwriting
- Banking
- Finance
- Financial Advisory
- Financial Services
- Pensions
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Financial Planning
- Asset Management
- Retirement Planning
- Wealth
- Estate Planning
- Insurance
- Management
- Investment Advisory
- Business Development
- Risk Management
- Inheritance Tax Planning
- Marketing
- Customer Service
James Dipfa Summary
- James Dipfa, based in Dubai, AE, is currently a Private Wealth Director at AHR Private Wealth. James Dipfa brings experience from previous roles at AHR Financial Consultation & Analysis LLC, Enness Private Clients, Totus Capital Ltd and HAYS FINANCIAL CENTRE LIMITED. James Dipfa holds a 1999 - 2001 A-Levels in English, French, Business @ Coopers Technical College. With a robust skill set that includes Wealth Management, Financial Advice, Pension, Investments, Investment Compliance and more. James Dipfa has 1 emails on RocketReach.
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