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Dean Phillips Email & Phone Number
CPD Officer
at
The Insurance Society of Edinburgh
1 work email found
@wbs.co.za
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CPD Officer
Location
Bonnyrigg, Scotland, United Kingdom
Who is Dean Phillips? Overview
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Quick answer
Dean Phillips is listed as CPD Officer at The Insurance Society of Edinburgh, based in Bonnyrigg, Scotland, United Kingdom. AeroLeads shows a work email signal at wbs.co.za and a matched LinkedIn profile for Dean Phillips.
Dean Phillips previously worked as Senior Risk Advisor at Macintosh Lfs and Senior Financial Advisor at Lawland Life. Dean Phillips holds Postgraduate Degree, Financial Planning And Services from Stellenbosch Business School.
Company email context
Email format at The Insurance Society of Edinburgh
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*@wbs.co.za
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AeroLeads found 1 current-domain work email signal for Dean Phillips. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Finance, Portfolio Management, Strategic Financial Planning, and 39 others.
Current workplace
Dean Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Dean Phillips work experience
A career timeline built from the work history available for this profile.
Apr 2024 - Present
Senior Risk Advisor
Current
Jun 2023 - Present
Senior Financial Advisor
Current
Lawland Life
Jan 2021 - Present
Apr 2019 - Jun 2023
Financial Advisor
Financial advisory services encompassing Life, Health, Investments & Business needs.Also incorporating Short term Insurance for domestic as well as Business requirements.
May 2017 - Mar 2019
Discovery Financial Adviser
Efficient Ids
May 2017 - Mar 2019
Financial Advisor
Jul 2013 - May 2017
Financial Advisor
Globex Financial Services
Financial advisory services encompassing Life, Health, Investments & Business needs.
May 2012 - Jun 2013
Owner
Mycarbonfootprint
Green Star Accredited ProfessionalIndustrial Carbon Footprint AnalystSustainable ConsultantGreen Initiative ConsultantRenewable Energy Consultant
Dec 2011 - Jul 2012
Nov 2009 - Nov 2010
Jul 2007 - Oct 2008
Oct 1994 - May 2007
5 education records
Dean Phillips education
Postgraduate Degree, Financial Planning And Services
Post Graduate Diploma In Financial Planning, Financial Planning And Services, Nqf8
Nqf6 Financial Planning, Financial Planning And Services, Nqf6
Education record
Natal Technikon
Education record
Beachwood Boys High
FAQ
Frequently asked questions about Dean Phillips
Quick answers generated from the profile data available on this page.
What company does Dean Phillips work for?
Dean Phillips works for The Insurance Society of Edinburgh.
What is Dean Phillips's role at The Insurance Society of Edinburgh?
Dean Phillips is listed as CPD Officer at The Insurance Society of Edinburgh.
What is Dean Phillips's email address?
AeroLeads has found 1 work email signal at @wbs.co.za for Dean Phillips at The Insurance Society of Edinburgh.
Where is Dean Phillips based?
Dean Phillips is based in Bonnyrigg, Scotland, United Kingdom while working with The Insurance Society of Edinburgh.
What companies has Dean Phillips worked for?
Dean Phillips has worked for The Insurance Society Of Edinburgh, Macintosh Lfs, Lawland Life, Discovery Limited, and Efficient Wealth (Pty) Ltd.
How can I contact Dean Phillips?
You can use AeroLeads to view verified contact signals for Dean Phillips at The Insurance Society of Edinburgh, including work email, phone, and LinkedIn data when available.
What schools did Dean Phillips attend?
Dean Phillips holds Postgraduate Degree, Financial Planning And Services from Stellenbosch Business School.
What skills is Dean Phillips known for?
Dean Phillips is listed with skills including Investments, Finance, Portfolio Management, Strategic Financial Planning, Financial Advisory, Financial Analysis, Trading, and Retirement Planning.
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