Matt Dickens Email
Director Financial Planning @ Evelyn Partners
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Matt Dickens Location
- Poole, GB
Matt Dickens Work
- 2024 -now Director Financial Planning @
- 2018 -2024 Senior Business Development Director @
- 2012 -2024 Investment Director @
- 2009 -2012 Private Client Adviser @
- 2007 -2009 Private Client Director @ Fisher Wealth Management
- 2006 -2006 Project Manager @
- 2006 -2006 Business Development Manager @ ArmorGroup
- 2000 -2003 Manager @
- 1991 -1999 Officer @
Matt Dickens Education
- Wellingborough 1983-1988
- Chartered Management Institute
Chartered Manager (Strategic Leadership & Operational Efficiency)
2017 - The Chartered Institute for Securities & Investment (The CISI)
(Financial Planning and Services)
2007 - The London Institute of Banking & Finance
(Wealth Management & Estate Planning)
2022 - The London Institute of Banking & Finance
Chartered Associate (Financial Planning and Services)
Matt Dickens Skills
- CISI - Private Client Investment Advice & Management
- RDR Ready
- Asset Managment
- Asset Allocation
- Pensions
- High Net Worth Individuals
- Defence
- Alternative Investments
- Investments
- Team Leadership
- Investment Management
- Private Client
- Private Banking
- Strategy
- Financial Services
- Asset Management
- Investment Strategies
- Investment Advisory
- Wealth Management
- Portfolio Management
- Defense
- Risk Management
- Private Client Investment Advice and Management
- Business Development
- Cisi
- Marketing
- Project Management
- Financial Modeling
- Public Speaking
Matt Dickens Summary
- Matt Dickens, based in Poole, GB, is currently a Director Financial Planning at Evelyn Partners. Matt Dickens brings experience from previous roles at The Ingenious Group, Close Wealth Management Group and Fisher Wealth Management. Matt Dickens holds a 1983 - 1988 Wellingborough. With a robust skill set that includes CISI - Private Client Investment Advice & Management, RDR Ready, Asset Managment, Asset Allocation, Pensions and more. Matt Dickens has 1 emails on RocketReach.
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