Alex Totman Dipfa

Alex Totman Dipfa Email and Phone Number

Wealth Management Consultant at Throgmorton Associates Wealth Management, Senior Partner Practice of St. James's Place @ Throgmorton Associates Wealth Management Ltd
enderby, leicestershire, united kingdom
Alex Totman Dipfa's Location
Kenilworth, England, United Kingdom, United Kingdom
About Alex Totman Dipfa

I help my clients grow their wealth, save them money, save their time and give them financial peace of mind.I specialise in Retirement planning, Investment planning, Savings planning, Protecting clients on the event of death or illness, Tax planning and Estate planning. My approach is fully holistic helping my clients Dreams, Hopes and Aspirations come true.For a no obligation consultation, please email me at alex.totman@sjpp.co.ukThrogmorton Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership;' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place Representatives.SJP Approved 24/04/2024

Alex Totman Dipfa's Current Company Details
Throgmorton Associates Wealth Management Ltd

Throgmorton Associates Wealth Management Ltd

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Wealth Management Consultant at Throgmorton Associates Wealth Management, Senior Partner Practice of St. James's Place
enderby, leicestershire, united kingdom
Employees:
8
Alex Totman Dipfa Work Experience Details
  • Throgmorton Associates Wealth Management Ltd
    Wealth Management Consultant
    Throgmorton Associates Wealth Management Ltd Mar 2022 - Present
    West Midlands, England, United Kingdom
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  • Throgmorton Associates Wealth Management Limited
    Technical Administrator
    Throgmorton Associates Wealth Management Limited Jun 2019 - Mar 2022
    Leicester, United Kingdom
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  • Ashwood Law Wealth Management Limited
    Paraplanner
    Ashwood Law Wealth Management Limited Nov 2018 - May 2019
    Heather, Leicestershire, United Kingdom
    View
  • Santander Bank, N.A.
    Select Manager
    Santander Bank, N.A. Jul 2011 - Aug 2018
    Carlton Park
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  • Action Deafness
    Retail Sales
    Action Deafness May 2010 - Dec 2010
    Leicester, Leicestershire, United Kingdom
    I was tasked with running an online bookshop and running events at deaf conventions.
    View

Alex Totman Dipfa Education Details

Frequently Asked Questions about Alex Totman Dipfa

What company does Alex Totman Dipfa work for?

Alex Totman Dipfa works for Throgmorton Associates Wealth Management Ltd

What is Alex Totman Dipfa's role at the current company?

Alex Totman Dipfa's current role is Wealth Management Consultant at Throgmorton Associates Wealth Management, Senior Partner Practice of St. James's Place.

What schools did Alex Totman Dipfa attend?

Alex Totman Dipfa attended The Lancaster School, The London Institute Of Banking & Finance.

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