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David Smith Dippfs is listed as Providing specialist financial advice to teachers and education professionals in London & Home Counties. at Wesleyan, a company with 1200 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Smith Dippfs.
David Smith Dippfs previously worked as Specialist Financial Advisor at Wesleyan and Independant Equity Release Adviser at Key Retirement Solutions. David Smith Dippfs holds Diploma, Financial Planning And Services, Diploma In Financial Services from Cii.
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Qualified financial adviser providing specialist financial advice for teachers & lecturers, ranging from those just starting their career to those who may be thinking about retirement planning.The most common questions I get asked are:> How do the 2015 Teachers Pension Scheme reforms and the recent changes to State Pension affect me?> What is the McCloud judgement and how does this affect me? > How can I plan for an early retirement?> How can I get better returns on my savings?> How does the McCloud judgement affect me.I help teachers and other education professionals understand the changes to the Teachers Pension Scheme and how those changes may affect their retirement planning.We offer advice on all aspects of financial planning, including:• Protecting your current assets and your income• Wealth creation by making best use of any savings and/or disposable income• Retirement planning – how to ensure you have sufficient income and savings to provide the retirement you deserveCopy & Paste this link for a free meeting - https://my.wesleyan.co.uk/enquiry/form/?name=David.Smith
Listed skills include Financial Planning, Strategic Financial Planning, Wealth Management Services, Financial Advisory, and 21 others.
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London And Surrounding Area
Offering free online or face to face seminars on the teachers pension scheme and LGPS.Providing advice on retirement planning- protection- savings and investments - portfolio reviews - Inheritance tax planning and pension reviews.
High Wycombe
Other employees you can reach at wesleyan.co.uk. View company contacts for 1200 employees →
Marcus Clarke
Colleague at WesleyanUnited Kingdom, United Kingdom
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Aaron Crotty
Colleague at WesleyanUnited Kingdom, United Kingdom
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Andrew Pickering Ba(Hons) Dippfs
Colleague at WesleyanBlagdon Hill, England, United Kingdom, United Kingdom
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Katie Timmins
Colleague at WesleyanWest Midlands, England, United Kingdom, United Kingdom
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Saroj Uppal
Colleague at WesleyanWest Midlands, England, United Kingdom, United Kingdom
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Athole Manson
Colleague at WesleyanInverness, Scotland, United Kingdom, United Kingdom
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Anne Jordan
Colleague at WesleyanSolihull, England, United Kingdom, United Kingdom
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Samantha Blakely
Colleague at WesleyanBurntwood, England, United Kingdom, United Kingdom
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Dave Sullivan
Colleague at WesleyanGreater Dundee Area, United Kingdom
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Karen Cole
Colleague at WesleyanBrierley Hill, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
David Smith Dippfs works for Wesleyan.
David Smith Dippfs is listed as Providing specialist financial advice to teachers and education professionals in London & Home Counties. at Wesleyan.
David Smith Dippfs is based in London, England, United Kingdom while working with Wesleyan.
David Smith Dippfs has worked for Wesleyan, Key Retirement Solutions, Rosebank Wealth Management Representing St. James'S Place Wealth Management, Hsbc, and Halifax.
David Smith Dippfs's colleagues at Wesleyan include Marcus Clarke, Aaron Crotty, Andrew Pickering Ba(Hons) Dippfs, Katie Timmins, and Saroj Uppal.
You can use AeroLeads to view verified contact signals for David Smith Dippfs at Wesleyan, including work email, phone, and LinkedIn data when available.
David Smith Dippfs holds Diploma, Financial Planning And Services, Diploma In Financial Services from Cii.
David Smith Dippfs is listed with skills including Financial Planning, Strategic Financial Planning, Wealth Management Services, Financial Advisory, Pensions, Holistic Financial Planning, Mortgage Adviser, and Investments.
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