Paul Dipfa Email
Wealth Management Partner @ True Potential LLP
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Paul Dipfa Location
- Cannington, GB
Paul Dipfa Work
- 2013 -now Wealth Management Partner @
- 2008 -2013 Financial Planning Manager @ AXA Wealth
- 2005 -2008 Financial Planning Manager @
- 2002 -2005 Financial Planning Manager @
- 2000 -2002 Mortgage Adviser @
- 1998 -2000 Mortgage Processor @
Paul Dipfa Education
- University of the West of England
HND Business & Finance (Marketing) (Business, Management, Marketing, and Related Support Services)
1994-1996 - Bridgwater College
A'Levels (Maths (Pure, Mechanics & Statistics))
1992-1994
Paul Dipfa Skills
- Wealth Management
- Relationship Management
- Portfolio Management
- Holistic Financial Planning
- Strategic Financial Planning
- Inheritance Tax Planning
- Life Insurance
- Pensions
- Business Planning
- Team Leadership
- Team Management
- Risk Management
- Communication Skills
- Mac OS
- Trusts
- Financial Advisory
- Mortgage Servicing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Team Building
- Building Relationships
- Report Writing
- Compliance
- Asset Management
- IFS Level 4 Diploma
- Insurance
- Retirement Planning
- Photography
- InDesign
- Photoshop
- Retail Banking
- Investments
- Wealth
- Financial Services
- Mortgage Lending
- Income Protection
- Banking
- FSA
- Critical Illness
- Personal Financial Planning
- Investment Advisory
- Savings
- Private Banking
- Retirement
- High Net Worth Individuals
- Fixed Annuities
- Finance
- Wealth Management Services
- Financial Planners
- Strategy
- Credit
- Project Planning
Paul Dipfa Summary
- Paul Dipfa, based in Cannington, GB, is currently a Wealth Management Partner at True Potential LLP. Paul Dipfa brings experience from previous roles at AXA Wealth, Portman Building Society and Bristol & West. Paul Dipfa holds a 1994 - 1996 HND Business & Finance (Marketing) in Business, Management, Marketing, and Related Support Services @ University of the West of England. With a robust skill set that includes Wealth Management, Relationship Management, Portfolio Management, Holistic Financial Planning, Strategic Financial Planning and more. Paul Dipfa has 1 emails on RocketReach.
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Top True Potential LLP Employees
Sam Manson
Head of Client Experience
Newcastle upon Tyne, GB
Bruce Inglis
Head of Digital
Edinburgh, GB
Susan Torrance
Head of People Change
Edinburgh, GB
Earl Glasgow
Senior Partner
Belfast, GB
Stuart Dodson
CEO - True Potential Wealth Management
Newcastle upon Tyne, GB
Jeffrey Casson
Chief Executive Officer
Edinburgh, GB
Luis Mcsi
Partner
London, GB
Chris Leyland
Head of Investment Distribution
Newcastle upon Tyne, GB
Paula Fcis
Head of Company Secretariat
Brough, GB
Christian Gardner
Head Of Compliance
Newcastle upon Tyne, GB
Aidan O'Kane
Head of True Potential Adviser Services
Newcastle upon Tyne, GB
John Watson
Head of Operational Change
Newcastle upon Tyne, GB
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