James Dipfa Email
Strategic Financial Planner @ WEALTH at work
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James Dipfa Location
- United Kingdom
James Dipfa Work
- 2025 -now Strategic Financial Planner @
- 2021 -2025 Wealth Manager @
- 2021 -2021 Manager Conduct and Control @
- 2020 -2021 Conduct Standards Manager @
- 2016 -2020 Wealth Review Team Manager @
- 2013 -2016 PCM Review Manager @
- 2013 -2013 Mortgage Adviser @
- 2011 -2013 Financial Adviser @
- 2010 -2011 Bank Manager @
- 2008 -2010 Mortgage Adviser @
James Dipfa Education
- The 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 @ The 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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Top WEALTH at work Employees
David Cassidy
Chief Executive Officer
Liverpool, GB
Gareth Davies
Head of Corporate Accounts
Ascot, GB
Mark Hutchinson
Director
Liverpool, GB
Richard Ayers
Client Relationship Manager
United Kingdom
Paul Morton
Investment Planning Director
Liverpool, GB
David Clarkson
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London, GB
Daniel Tonge
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Sheffield, GB
Pete Brierley
Head of Group Finance and Reporting
Liverpool, GB
Peter Quayle
Co-Head of Portfolio Management
Liverpool, GB
Thomas Manley
Head of Operations
Liverpool, GB
Sarah Long
Head Of New Business
London, GB
James Dipfa
Strategic Financial Planner
United Kingdom
Ryan Sales
Chief Creative Officer
London, GB
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