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Joe Dippfs Location
London, GB
Joe Dippfs Work
Managing Director and Financial Adviser @ (July 2019 - Present)
Founding Director @ (October 2017 - April 2024)
Wealth Management Consultant of Fortress Wealth Partnership LLP @ (February 2016 - July 2019)
Client Services Manager @ (August 2014 - February 2016)
Analyst @ (October 2013 - August 2014)
Conference Producer @ (June 2013 - September 2013)
Finance Intern @ (June 2012 - June 2013)
Business Development and FX Trading Intern @ (June 2011 - June 2011)
Joe Dippfs Education
The Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2015-2016
University of Southampton
Bachelor of Arts (B.A.) (English and History)
2010-2013
Sir Roger Manwoods 2007-2009
Joe Dippfs Skills
Management
Business Development
Team Leadership
Analytical Skills
Team Management
Pension consolidation
Retirement Planning
Personal investments
Personal Insurance
Portfolio Management
Project Management
Finance
Financial Analysis
Analysis
Financial Services
Joe Dippfs Summary
Joe Dippfs, based in London, GB, is currently a Managing Director and Financial Adviser at Pantheon Wealth Partners. Joe Dippfs brings experience from previous roles at Parapool - The Paraplanning Platform, Senior Partner Practice of St. James’s Place Wealth Management, St. James’s Place Wealth Management and Capita Transformation. Joe Dippfs holds a 2015 - 2016 Diploma in Regulated Financial Planning in Financial Planning and Services @ The Chartered Insurance Institute. With a robust skill set that includes Management, Business Development, Team Leadership, Analytical Skills, Team Management and more.
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