Independent Financial Adviser @ (November 2022 - December 2025)
Financial Adviser @ (January 2020 - December 2022)
Financial Planner @ (March 2017 - March 2019)
Mandy Dippfs Education
JPA
Grade: 7 Standard Grades & 3 Highers
Mandy Dippfs Skills
Asset Allocation
Business protection - keyman, shareholder, partnership
Financial Planning
Income Protection
Investment Advisory
Investment Strategies
Investments
Life Insurance
Mutual Funds
Pensions
Platforms/Wraps
Portfolio Management
Presentations
Protection
Relationship Management
Retirement
Retirement Planning
Savings
Succession Planning
Trusts
Wealth
Wealth Management
Wealth Preservation Planning
Mandy Dippfs Summary
Mandy Dippfs, based in Glasgow, GB, is currently a Senior Financial Planner at Principal & Prosper. Mandy Dippfs brings experience from previous roles at Fairstone Group Ltd, Ascot Lloyd and Hargreaves Lansdown. Mandy Dippfs holds a Grade: 7 Standard Grades & 3 Highers @ JPA. With a robust skill set that includes Asset Allocation, Business protection - keyman, shareholder, partnership, Financial Planning, Income Protection, Investment Advisory and more. Mandy Dippfs has 2 emails on RocketReach.
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