Matthew Dipfa Email & Phone Number
Managing Director @ H-J Wealth Planning Ltd
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Matthew Dipfa Location
- Birmingham, GB
Matthew Dipfa Work
- Corporate Sponsor and Ambassador @ (February 2015 - February 2024)
- Chapter Director @ BNI Pinnacle (June 2011 - October 2012)
- Managing Director @ (March 2010 - Present)
- Client Relationship Manager @ (March 2008 - March 2010)
- Personal Financial Advisor @ (June 2007 - March 2008)
- Senior Account Manager @ (February 2002 - March 2007)
Matthew Dipfa Education
- IFS School of Finance
DipFA
2009-2011
Matthew Dipfa Skills
- Inheritance Tax Planning
- Income Protection
- Personal Pensions
- Wealth Management
- Protection
- Trusts
- Estate Planning
- Life Insurance
- Critical Illness
- Investments
- Strategic Financial Planning
- High Net Worth Individuals
- Pensions
- Savings
- Business Networking
- Business Planning
- Employee Benefits
- Financial Advisory
- Wealth
- Retirement Planning
- Restructuring
- Small Business
- VAT
- CRM
- Tax
- Finance
- Personal Finance
- Wealth Management Services
- Management
- Banking
- Mortgage Lending
- Financial Services
- Funding
- Investment Advisory
- Financial Planners
- Business
- Fixed Annuities
- Portfolio Management
- Asset Management
- Recruiting
- Relationship Management
- Charities
- Insurance
- Money
- Commercial Mortgages
- Financial Risk
- New Business Generation
- Commercial Finance
- Business Coaching
- Corporate Finance
Matthew Dipfa Summary
- Matthew Dipfa, based in Birmingham, GB, is currently a Managing Director at H-J Wealth Planning Ltd. Matthew Dipfa brings experience from previous roles at LoveBrum, BNI Pinnacle, Banco Santander and HBOS. Matthew Dipfa holds a 2009 - 2011 DipFA @ IFS School of Finance. With a robust skill set that includes Inheritance Tax Planning, Income Protection, Personal Pensions, Wealth Management, Protection and more. Matthew Dipfa has 1 emails and 1 mobile phone numbers on RocketReach.
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