Financial Adviser @ Old Mutual Wealth Private Client Advisers (October 2015 - July 2016)
Financial Adviser @ LORD CLARKE LIMITED (March 2011 - July 2015)
Business Development Manager @ (August 2010 - February 2011)
Account Manager @ (May 2007 - August 2010)
Field Account Manager @ (July 2006 - December 2006)
Account Manager @ Clerical Medical (October 2004 - June 2006)
Account Manager @ (January 2001 - September 2004)
Phill Dippfs Education
Solent University
Bsc (Business Technology Management)
1996-2000
Chesham High School
(Business Studies, Chemistry and CDT)
1994-1996
Egerton Rothesay school
GCSE's
1992-1994
Phill Dippfs Skills
Estate Planning
Investment Planning
Business Development
IHT planing
Holistic Financial Planning
Independent Financial Advice
Retirement Planning
Financial Advice
Long Term Care
Retirement
Wealth Management
Pensions
Financial Advisory
Wealth
Financial Planning
Investment Strategies
Insurance
Investment Advisory
Asset Management
Portfolio Management
Relationship Management
Microsoft Office
Strategic Planning
SQL
Account Management
JavaScript
Accounting
Phill Dippfs Summary
Phill Dippfs, based in Chillington, GB, is currently a Senior Financial Planner at Francis Clark Financial Planning. Phill Dippfs brings experience from previous roles at Mazars, RCL Consultancy - Chartered Financial Planners, Old Mutual Wealth Private Client Advisers and LORD CLARKE LIMITED. Phill Dippfs holds a 1996 - 2000 Bsc in Business Technology Management @ Solent University. With a robust skill set that includes Estate Planning, Investment Planning, Business Development, IHT planing, Holistic Financial Planning and more. Phill Dippfs has 2 emails on RocketReach.
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