Dean Phillips Email and Phone Number
Dean Phillips work email
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Dean Phillips personal email
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.
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Cpd OfficerThe Insurance Society Of EdinburghBonnyrigg, Gb -
Cpd OfficerThe Insurance Society Of Edinburgh Apr 2024 - PresentEdinburgh, Scotland, United KingdomCPD portfolio -
Senior Risk AdvisorMacintosh Lfs Jun 2023 - Present -
Senior Financial AdvisorLawland Life Jan 2021 - PresentEdinburgh, Scotland, United Kingdom
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CfpDiscovery Limited Apr 2019 - Jun 2023Cape Town Area, South Africa -
Financial AdvisorEfficient Wealth (Pty) Ltd May 2017 - Mar 2019Cape Town Area, South AfricaFinancial advisory services encompassing Life, Health, Investments & Business needs.Also incorporating Short term Insurance for domestic as well as Business requirements. -
Discovery Financial AdviserEfficient Ids May 2017 - Mar 2019
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Financial AdvisorVital Consult West Coast Jul 2013 - May 2017Blouberg -
Financial AdvisorGlobex Financial Services May 2012 - Jun 2013Financial advisory services encompassing Life, Health, Investments & Business needs.
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OwnerMycarbonfootprint Dec 2011 - Jul 2012Cape TownGreen Star Accredited ProfessionalIndustrial Carbon Footprint AnalystSustainable ConsultantGreen Initiative ConsultantRenewable Energy Consultant
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Head TraderMacquarie Group Nov 2009 - Nov 2010Head of Equity Trading, Client Facilitation and Dual Listed Arbitrage -
Head TraderUbs Jul 2007 - Oct 2008Head of Equity Trading, Client Facilitation and Dual Listed Arbitrage -
Senior TraderJ.P. Morgan Oct 1994 - May 2007Equity Trading, Client Facilitation and Dual Listed Arbitrage
Dean Phillips Skills
Dean Phillips Education Details
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Financial Planning And Services -
Natal Technikon -
Beachwood Boys High
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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2surfacereworks.co.uk, thelettingshop.uk.com
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Dean Phillips
Manchester -
Dean Phillips
City Of Peterborough2gmail.com, lda-design.co.uk3 +447772XXXXXX
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Dean Phillips
London
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