Senior Financial Planning Manager @ (May 2024 - September 2024)
Financial Planning Manager @ (January 2021 - February 2024)
Financial Planner @ (June 2019 - January 2021)
Mortgage Consultant @ (July 2015 - June 2019)
Mortgage Representative @ (March 2014 - July 2015)
Personal Banking Manager @ (May 2013 - March 2014)
Assistant Manager @ (March 2012 - May 2013)
James Dipfa Education
The London Institute of Banking & Finance
DipFA (Financial Planning and Services)
2017-2018
The London Institute of Banking & Finance
(CeMAP)
2015-2015
University of Plymouth
Foundation degree (History)
2009-2011
James Dipfa Summary
James Dipfa, based in Barnstaple, GB, is currently a Independent Financial Adviser at Tuckers Legal & Financial Services Ltd. James Dipfa brings experience from previous roles at Santander UK and Nationwide Building Society. James Dipfa holds a 2017 - 2018 DipFA in Financial Planning and Services @ The London Institute of Banking & Finance. James Dipfa has 1 emails and 1 mobile phone numbers on RocketReach.
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