Paul Dippfs Email
Wealth Management Consultant @ Regency Wealth Management
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Paul Dippfs Location
- Sutton in Ashfield, Nottinghamshire, United Kingdom
Paul Dippfs Work
- Wealth Management Consultant @ (March 2026 - Present)
- Director @ Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M (December 2012 - March 2026)
- Senior Private Investment Manager @ (September 2010 - November 2012)
- Senior Private Banking Manager @ NatWest Private Banking (January 1998 - January 2010)
- Special Constable @ (April 1996 - May 2001)
- Managers Clerk @ NatWest Bank (August 1996 - January 1998)
- Business Development Consultant @ NatWest Mortgage Services (August 1995 - August 1996)
- Clerical officer @ NatWest (September 1987 - April 1994)
Paul Dippfs Education
- CII self study
Certificate/Diploma in Financial Planning (Financial Planning and Services)
1999-2012 - Rufford Comprehensive School 1981-1987
Paul Dippfs Skills
- Affluent
- Alternative Investments
- Analytical Skills
- Annual Reviews
- Asset Management
- Balanced Scorecard
- Banking
- Bespoke Financial Advice
- Business Development
- Business Relationship Management
- Communication
- Critical Illness
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Risk
- Financial Services
- Funding
- High Net Worth Individuals
- Holistic Financial Planning
- Income Protection
- Inheritance Tax Planning
- Insurance
- Intergenerational Wealth Transfer
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- KYC Verification
- Key Performance Indicators
- Life Insurance
- Loans
- Management
- Mortgage Consulting
- Mortgage Lending
- Negotiation
- Networking Events
- Numeracy
- Numerical Ability
- Pensions
- Portfolio Management
- Private Banking
- Problem Solving
- Project Management
- Protection
- QCF4 Qualified
- Relationship Building
- Relationship Management
- Residential Mortgages
- Retail Banking
- Retirement
- Retirement Planning
- Risk Management
- SIPP
- Savings
- Solid Professional Standards
- Strategic Financial Planning
- Structured Products
- Succession Planning
- Team Management
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Asset Allocation
- Microsoft Word
- Police
- Strategic Planning
Paul Dippfs Summary
- Paul Dippfs, based in Sutton in Ashfield, Nottinghamshire, United Kingdom, is currently a Wealth Management Consultant at Regency Wealth Management. Paul Dippfs brings experience from previous roles at Paul Smith Wealth Management Ltd, Partner Practice of St. James's Place Wealth M, NatWest Private Banking & Advice, NatWest Private Banking and Nottinghamshire Police. Paul Dippfs holds a 1999 - 2012 Certificate/Diploma in Financial Planning in Financial Planning and Services @ CII self study. With a robust skill set that includes Affluent, Alternative Investments, Analytical Skills, Annual Reviews, Asset Management and more.
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