James Dipfa Email
Strategic Financial Planner @ WEALTH at work
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James Dipfa Location
- United Kingdom
James Dipfa Work
- Strategic Financial Planner @ (September 2025 - Present)
- Wealth Manager @ (December 2021 - August 2025)
- Manager Conduct and Control @ (January 2021 - December 2021)
- Conduct Standards Manager @ (March 2020 - January 2021)
- Wealth Review Team Manager @ (May 2016 - March 2020)
- PCM Review Manager @ (November 2013 - April 2016)
- Mortgage Adviser @ (January 2013 - November 2013)
- Financial Adviser @ (December 2011 - January 2013)
- Bank Manager @ (November 2010 - December 2011)
- Mortgage Adviser @ (January 2008 - November 2010)
James Dipfa Education
- Nottingham Trent University
BA (Hons) Economics and Financial Services (Economics)
2002-2005 - Prince Henrys Grammar School Otley
James Dipfa Skills
- CeMap Qualified
- DipFA
- Management
- Sales
- Account Portfolio Management
- Customer-facing
- Client-focused
- Mortgage Lending
- Critical Illness
- High Net Worth Individuals
- Private Banking
- Insurance
- Retail Banking
- Relationship Management
- Financial Services
- Financial Planning
- Banking
- Pensions
- Investments
- Client Focused
- Project Management
- Customer Service
- Loan Origination
- Microsoft Office
- Customer Facing
James Dipfa Summary
- James Dipfa, based in United Kingdom, is currently a Strategic Financial Planner at WEALTH at work. James Dipfa brings experience from previous roles at HSBC. James Dipfa holds a 2002 - 2005 BA (Hons) Economics and Financial Services in Economics @ Nottingham Trent University. With a robust skill set that includes CeMap Qualified, DipFA, Management, Sales, Account Portfolio Management and more. James Dipfa has 1 emails on RocketReach.
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