Diana Cooper Dippfs

Diana Cooper Dippfs Email and Phone Number

Helping families, business owners and professionals to achieve their long term financial goals by making better financial decisions | Financial Planning | Retirement | Investments | Protection @ More Wealth Management
Diana Cooper Dippfs's Location
Cheltenham, England, United Kingdom, United Kingdom
Diana Cooper Dippfs's Contact Details

Diana Cooper Dippfs work email

Diana Cooper Dippfs personal email

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About Diana Cooper Dippfs

I help provide financial peace of mind for you and your family across the generations by providing practical solutions to financial issues that concern you most.In an ever-changing financial landscape, managing your financial affairs can be hugely challenging and time consuming. I have over 25 years of valuable experience within financial services, and I draw on this experience to help navigate my clients through the complexities of the system to help them focus on, and achieve their long-term goals.My advice covers a wide range of services includingRetirement and Pension PlanningPersonal & Corporate ProtectionInvestment PlanningInheritance Tax PlanningIf you would like to take control of your financial future then please get in touch for an initial chat di.cooper@sjpp.co.uk 07976753747The value of your investment can go down as well as up. You could get back less than you invested.More Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 13/3/2024

Diana Cooper Dippfs's Current Company Details
More Wealth Management

More Wealth Management

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Helping families, business owners and professionals to achieve their long term financial goals by making better financial decisions | Financial Planning | Retirement | Investments | Protection
Diana Cooper Dippfs Work Experience Details
  • More Wealth Management
    Financial Planner
    More Wealth Management Jan 2024 - Present
    Cheltenham, England, United Kingdom
  • St. James’S Place Wealth Management
    Diana Cooper Financial Planning
    St. James’S Place Wealth Management Oct 2020 - Mar 2024
    Cheltenham, England, United Kingdom
    St James's Place Wealth Management is a FTSE 100 company and one of the UK's leading wealth management organisations. As a company, we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by it's distinct approach to investment management.
  • Diana Cooper Financial Planning
    Partner Of Diana Cooper Financial Planning
    Diana Cooper Financial Planning Apr 2020 - Mar 2024
  • Chartered Insurance Institute
    Level 4 Diploma In Regulated Financial Planning (Dippfs)
    Chartered Insurance Institute 2019 - Nov 2022
  • Blackrock
    Global Consultant Relations Emea
    Blackrock Jul 2011 - Aug 2019
    London, United Kingdom
  • Blackrock
    Rfp Manager
    Blackrock Apr 2005 - Jun 2011
    London, United Kingdom
  • Ubs
    Business Development
    Ubs 1999 - 2005
  • Ubs
    Management Accounting
    Ubs 1996 - 2000

Diana Cooper Dippfs Skills

Asset Managment Fixed Income Equities Hedge Funds Alternative Investments Mutual Funds Investment Management Portfolio Management Financial Services Private Equity Institutional Proposal Writing Investment Strategies Asset Allocation Emerging Markets Asset Management Investments

Diana Cooper Dippfs Education Details

Frequently Asked Questions about Diana Cooper Dippfs

What company does Diana Cooper Dippfs work for?

Diana Cooper Dippfs works for More Wealth Management

What is Diana Cooper Dippfs's role at the current company?

Diana Cooper Dippfs's current role is Helping families, business owners and professionals to achieve their long term financial goals by making better financial decisions | Financial Planning | Retirement | Investments | Protection.

What is Diana Cooper Dippfs's email address?

Diana Cooper Dippfs's email address is di****@****ock.com

What schools did Diana Cooper Dippfs attend?

Diana Cooper Dippfs attended Chartered Insurance Institute, University Of Portsmouth.

What skills is Diana Cooper Dippfs known for?

Diana Cooper Dippfs has skills like Asset Managment, Fixed Income, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Financial Services, Private Equity, Institutional, Proposal Writing.

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