Lewis Dipfa Email & Phone Number
Wealth Management Advisor @ Hoxton Wealth
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Lewis Dipfa Location
- Manchester, England, GB
Lewis Dipfa Work
- 2023 -now Wealth Management Advisor @
- 2018 -2023 Senior Partner @
- 2017 -2018 Area Manager @
- 2015 -2016 Senior Wealth Manager @
- 2013 -2015 Associate Wealth Consultant @
- 2008 -2012 Senior Financial Coordinator @
Lewis Dipfa Education
- LIBF
DipFA - Advanced Financial Advice
2018-2019 - LIBF
DipFA - Financial Services, Regulations and Ethics
2018-2019 - The Chartered Institute for Securities & Investment (The CISI)
Level 3 Certificate in Wealth and Investment Management & UAE Financial Rules and Regualtion (Finance, General)
2013-2014 - Rivington and Blackrod High School 1997-2004
Lewis Dipfa Skills
- Strategic Financial Planning
- Inheritance Tax Planning
- Wealth Management
- Pensions
- Investments
- Financial Advisory
- Portfolio Management
- Retirement Planning
- QROPS
- Asset Management
- Financial Services
- Investment Management
- Savings
- High Net Worth Individuals
- Investment Strategies
- Insurance
- Wealth Management Services
- Mutual Funds
- Income Protection
- Private Banking
- Estate Planning
- Banking
- Retirement
- Investment Advisory
- Equities
- Funding
- Saving for Education
- Financial Planners
- Financial Markets
- Wealth
- Life Insurance
- SIPP
- Structured Products
- Personal Finance
- Critical Illness
- Alternative Investments
- Bonds
- Financial Risk
- Mortgage Lending
- Finance
- Financial Planning
Lewis Dipfa Summary
- Lewis Dipfa, based in Manchester, England, GB, is currently a Wealth Management Advisor at Hoxton Wealth. Lewis Dipfa brings experience from previous roles at Holborn Assets LLC, deVere Acuma and deVere Group. Lewis Dipfa holds a 2018 - 2019 DipFA - Advanced Financial Advice @ LIBF. With a robust skill set that includes Strategic Financial Planning, Inheritance Tax Planning, Wealth Management, Pensions, Investments and more. Lewis Dipfa has 2 emails and 1 mobile phone numbers on RocketReach.
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