Richard Dipfa Email
Director, Client Services @ Tavistock Private Client
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Richard Dipfa Location
- Cambridge, Cambridgeshire, United Kingdom
Richard Dipfa Work
- Director, Client Services @ (July 2026 - Present)
- Head of Research and Paraplanning @ (June 2017 - July 2026)
- Senior Financial Adviser @ Tees Financial (June 2013 - May 2017)
- Wealth Manager @ Clydesdale Bank (March 2011 - May 2013)
- Financial Planning Consultant @ (December 2010 - March 2011)
- IFA @ Lee Associates (November 2002 - December 2010)
- Telemarketer @ Mortgage Advice Services (May 2001 - November 2002)
- Assistant Bar Manager @ Crowne Plaza Cambridge (September 1998 - May 2000)
Richard Dipfa Education
- Hills Road Sixth Form College 1996-1998
Richard Dipfa Skills
- Tax
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Banking
- Inheritance Tax Planning
- Pensions
- Finance
- Retirement
- Wealth
- Income Protection
- Commercial Lending
- Retirement Planning
- Wealth Management
- Financial Planning
Richard Dipfa Summary
- Richard Dipfa, based in Cambridge, Cambridgeshire, United Kingdom, is currently a Director, Client Services at Tavistock Private Client. Richard Dipfa brings experience from previous roles at Tavistock Private Client, Tees Financial, Clydesdale Bank and Richmond House Financial Services Ltd. Richard Dipfa holds a 1996 - 1998 Hills Road Sixth Form College. With a robust skill set that includes Tax, Portfolio Management, Financial Advisory, Strategic Financial Planning, Banking and more. Richard Dipfa has 1 emails on RocketReach.
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