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Dan Barter Dipfa Cemap Email & Phone Number

Independent Financial Planner at Chase de Vere at Chase de Vere
Location: Bath, England, United Kingdom 9 work roles 6 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Chase de Vere
Role
Independent Financial Planner at Chase de Vere
Location
Bath, England, United Kingdom
Company size
523 employees

Who is Dan Barter Dipfa Cemap? Overview

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Quick answer

Dan Barter Dipfa Cemap is listed as Independent Financial Planner at Chase de Vere at Chase de Vere, a company with 523 employees, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Dan Barter Dipfa Cemap.

Dan Barter Dipfa Cemap previously worked as Financial Advisor at Chase De Vere and Paraplanner at Shipman Monahans Wealth Management. Dan Barter Dipfa Cemap holds Diploma In Financial Advice, Finance, General, Dipfa from The London Institute Of Banking & Finance.

Company email context

Email format at Chase de Vere

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Chase de Vere

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Profile bio

About Dan Barter Dipfa Cemap

I help individuals, medical professionals (NHS), families and business owners understand their financial positions and plan for their future / goals. Personal experience includes wealth management, estate planning, gifting, pension planning including the NHS scheme for officers and GPs, protection and cashflow modelling, as well as multiple years mortgage brokering, both in the UK and Dubai.

Listed skills include Finance, Customer Service, Insurance, Financial Services, and 2 others.

Current workplace

Dan Barter Dipfa Cemap's current company

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Chase de Vere
Chase De Vere
Independent Financial Planner at Chase de Vere
london, greater london, united kingdom
Website
chasedevere.co.uk
Employees
523
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9 roles

Dan Barter Dipfa Cemap work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Chase De Vere

Bath, England, United Kingdom

Feb 2024 - Present

Paraplanner

Shipman Monahans Wealth Management

Bath, England, United Kingdom

Upskilling and learning the new proposition as part of the Paraplanning team, before moving into a Financial Planner role in the near future.

Jun 2023 - Nov 2023

Financial Planner

Saltus

Bath, England, United Kingdom

Nov 2022 - May 2023

Sales Executive

I4C

Bath, United Kingdom

i4C is an innovative software business that provides financial planners with applications enabling the creation of simple or complex cash flow plans. We want to help financial planners to provide the best possible holistic advice for their clients, enabling them to build valuable long lasting client relationships. The applications are designed to be.

Jan 2019 - Oct 2020
Team & coworkers

Colleagues at Chase de Vere

Other employees you can reach at chasedevere.co.uk. View company contacts for 523 employees →

JL Jason Lee Jason Lee Colleague at Chase De VereGreater Bristol Area, United Kingdom, United Kingdom View → SE Shaun Element Shaun Element Colleague at Chase De VereGreater Preston Area, United Kingdom View → DO Dec O'Callaghan Dec O'Callaghan Colleague at Chase De VereUnited Kingdom, United Kingdom View → IM Iain Mckie Iain Mckie Colleague at Chase De VereGreater Manchester, England, United Kingdom, United Kingdom View → OC Owen Comley Owen Comley Colleague at Chase De VereUnited Kingdom, United Kingdom View → PB Param Basi Param Basi Colleague at Chase De VereWest Midlands, England, United Kingdom, United Kingdom View → CS Cindy Schubert Cindy Schubert Colleague at Chase De VereSalford, England, United Kingdom, United Kingdom View → PB Philip Bowler Philip Bowler Colleague at Chase De VereEllesborough, England, United Kingdom, United Kingdom View → RJ Richard Jameson Richard Jameson Colleague at Chase De VereGreater London, England, United Kingdom, United Kingdom View → BC Brendan Concannon Brendan Concannon Colleague at Chase De VereGreater Leicester Area, United Kingdom View →
6 education records

Dan Barter Dipfa Cemap education

FAQ

Frequently asked questions about Dan Barter Dipfa Cemap

Quick answers generated from the profile data available on this page.

What company does Dan Barter Dipfa Cemap work for?

Dan Barter Dipfa Cemap works for Chase de Vere.

What is Dan Barter Dipfa Cemap's role at Chase de Vere?

Dan Barter Dipfa Cemap is listed as Independent Financial Planner at Chase de Vere at Chase de Vere.

Where is Dan Barter Dipfa Cemap based?

Dan Barter Dipfa Cemap is based in Bath, England, United Kingdom while working with Chase de Vere.

What companies has Dan Barter Dipfa Cemap worked for?

Dan Barter Dipfa Cemap has worked for Chase De Vere, Shipman Monahans Wealth Management, Saltus, Beckford James Chartered Financial Planners, and I4C.

Who are Dan Barter Dipfa Cemap's colleagues at Chase de Vere?

Dan Barter Dipfa Cemap's colleagues at Chase de Vere include Jason Lee, Shaun Element, Dec O'Callaghan, Iain Mckie, and Owen Comley.

How can I contact Dan Barter Dipfa Cemap?

You can use AeroLeads to view verified contact signals for Dan Barter Dipfa Cemap at Chase de Vere, including work email, phone, and LinkedIn data when available.

What schools did Dan Barter Dipfa Cemap attend?

Dan Barter Dipfa Cemap holds Diploma In Financial Advice, Finance, General, Dipfa from The London Institute Of Banking & Finance.

What skills is Dan Barter Dipfa Cemap known for?

Dan Barter Dipfa Cemap is listed with skills including Finance, Customer Service, Insurance, Financial Services, Sales, and Residential Mortgages.

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