Dean Phillips

Dean Phillips Email and Phone Number

Bonnyrigg, GB
Dean Phillips's Location
Bonnyrigg, Scotland, United Kingdom, United Kingdom
Dean Phillips's Contact Details

Dean Phillips work email

Dean Phillips personal email

n/a
About Dean Phillips

Being Life and Health Adviser with a close association to Vitality means living the Vitality creed. I do this with passion and zest for life. With 25 years of experience in the Financial Services sector, I have learned that by working through a clients personal life story I am able to create a long term strategy that encoursges Healthy Living and Financial Security and a Vitality Model that is the center pin of the complete portfolio.By creating an easy to understand model of Financial Planning I am able to structure a solution that is straightforward and easy to implement. This process allows the relationship to begin on a basis of trust and understanding that develops into a long term friendship and a proper holistic Financial Plan.I believe in honesty and integrity, traits I learned well in the Investment banking area of my life.I pride myself on striving to deliver the very best advice backed by the very best products.

Dean Phillips's Current Company Details
The Insurance Society of Edinburgh

The Insurance Society Of Edinburgh

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CPD Officer
Bonnyrigg, GB
Dean Phillips Work Experience Details
  • The Insurance Society Of Edinburgh
    Cpd Officer
    The Insurance Society Of Edinburgh
    Bonnyrigg, Gb
  • The Insurance Society Of Edinburgh
    Cpd Officer
    The Insurance Society Of Edinburgh Apr 2024 - Present
    Edinburgh, Scotland, United Kingdom
    CPD portfolio
  • Macintosh Lfs
    Senior Risk Advisor
    Macintosh Lfs Jun 2023 - Present
  • Lawland Life
    Senior Financial Advisor
    Lawland Life Jan 2021 - Present
    Edinburgh, Scotland, United Kingdom
  • Discovery Limited
    Cfp
    Discovery Limited Apr 2019 - Jun 2023
    Cape Town Area, South Africa
  • Efficient Wealth (Pty) Ltd
    Financial Advisor
    Efficient Wealth (Pty) Ltd May 2017 - Mar 2019
    Cape Town Area, South Africa
    Financial advisory services encompassing Life, Health, Investments & Business needs.Also incorporating Short term Insurance for domestic as well as Business requirements.
  • Efficient Ids
    Discovery Financial Adviser
    Efficient Ids May 2017 - Mar 2019
  • Vital Consult West Coast
    Financial Advisor
    Vital Consult West Coast Jul 2013 - May 2017
    Blouberg
  • Globex Financial Services
    Financial Advisor
    Globex Financial Services May 2012 - Jun 2013
    Financial advisory services encompassing Life, Health, Investments & Business needs.
  • Mycarbonfootprint
    Owner
    Mycarbonfootprint Dec 2011 - Jul 2012
    Cape Town
    Green Star Accredited ProfessionalIndustrial Carbon Footprint AnalystSustainable ConsultantGreen Initiative ConsultantRenewable Energy Consultant
  • Macquarie Group
    Head Trader
    Macquarie Group Nov 2009 - Nov 2010
    Head of Equity Trading, Client Facilitation and Dual Listed Arbitrage
  • Ubs
    Head Trader
    Ubs Jul 2007 - Oct 2008
    Head of Equity Trading, Client Facilitation and Dual Listed Arbitrage
  • J.P. Morgan
    Senior Trader
    J.P. Morgan Oct 1994 - May 2007
    Equity Trading, Client Facilitation and Dual Listed Arbitrage

Dean Phillips Skills

Investments Finance Portfolio Management Strategic Financial Planning Financial Advisory Financial Analysis Trading Retirement Planning Financial Planning Financial Risk Risk Management Business Planning Equities Insurance Financial Modeling Management Consulting Project Management Retirement Strategy Asset Management Health Insurance Financial Services Estate Planning Emerging Markets Wealth Management Investment Advisory Pensions Renewable Energy Carbon Footprinting Sustainable Energy Green Building Sustainability Carbon Footprint Analyst Stock Broker Green Energy Endowments Management Strategic Planning Leadership Customer Service Sales Microsoft Excel Equity Trading

Dean Phillips Education Details

Frequently Asked Questions about Dean Phillips

What company does Dean Phillips work for?

Dean Phillips works for The Insurance Society Of Edinburgh

What is Dean Phillips's role at the current company?

Dean Phillips's current role is CPD Officer.

What is Dean Phillips's email address?

Dean Phillips's email address is be****@****s.co.za

What schools did Dean Phillips attend?

Dean Phillips attended Stellenbosch Business School, Usb, Moonstone Business School Of Excellence, Natal Technikon, Beachwood Boys High.

What skills is Dean Phillips known for?

Dean Phillips has skills like Investments, Finance, Portfolio Management, Strategic Financial Planning, Financial Advisory, Financial Analysis, Trading, Retirement Planning, Financial Planning, Financial Risk, Risk Management, Business Planning.

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