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Lewis Dipfa Location
Cardiff, GB
Lewis Dipfa Work
Director @ IWM Wealth Management Ltd (July 2017 - Present)
Director @ Ideal Auto Enrolment Solutions Ltd (January 2015 - Present)
Director @ Ideal Financial Planning Ltd (September 2012 - August 2017)
Lewis Dipfa Education
LIBF
Financial Planning and Services
2013-2015
Ysgol Gyfun Cwm Rhymni 2006-2012
Lewis Dipfa Skills
Account Management
Business
Business Investment and Protection
Business Strategy
Commercial Mortgages
Financial Life Planning
Financial Planning
Investment Planning
Life Protection
New Business Development
Pensions
Retirement Planning
Wealth Management
Wealth Protection
workplace pension
Lewis Dipfa Summary
Lewis Dipfa, based in Cardiff, GB, is currently a Director at IWM Wealth Management Ltd. Lewis Dipfa brings experience from previous roles at Ideal Auto Enrolment Solutions Ltd and Ideal Financial Planning Ltd. Lewis Dipfa holds a 2013 - 2015 Financial Planning and Services @ LIBF. With a robust skill set that includes Account Management, Business, Business Investment and Protection, Business Strategy, Commercial Mortgages and more. Lewis Dipfa has 1 mobile phone numbers on RocketReach.
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