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Heather Mclaughlin Dipfa Email & Phone Number
Financial Adviser
at
Standard Life plc
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Financial Adviser
Location
Greater Glasgow Area, United Kingdom
Who is Heather Mclaughlin Dipfa? Overview
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Quick answer
Heather Mclaughlin Dipfa is listed as Financial Adviser at Standard Life plc, based in Greater Glasgow Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Heather Mclaughlin Dipfa.
Heather Mclaughlin Dipfa previously worked as Technical Paraplanner at Trinitybridge and Paraplanner at Close Brothers Asset Management.
Company email context
Email format at Standard Life plc
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Standard Life plc
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Profile bio
About Heather Mclaughlin Dipfa
FCA Level 4 qualified individual, with experience in both Wealth Management and Corporate Finance. Working in the Financial Services Industry for over 15 years
Current workplace
Heather Mclaughlin Dipfa's current company
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Standard Life Plc
Website
AeroLeads page
9 roles
Heather Mclaughlin Dipfa work experience
A career timeline built from the work history available for this profile.
Technical Paraplanner
Paraplanner
Assistant Portfolio Manager
Working within the Principal Investments team. Overseeing Barclays minority equity stakes, via transaction management and facilitating the deployment of principal capital in the private equity space. Focus on early stage technology and sustainability companies.
Apr 2021 - Jul 2024
Investment Advisor/Wealth Manager
Working in a regulated capacity, providing financial advice to HNW clients on matters including investment management, planning and wealth preserving, in order to identify the optimal portfolio arrangement and help them achieve their individual financial needs & long-term goals.
Jun 2017 - Apr 2021
Investment Servicing Manager
The Investment Relationship Manager for a casebook of approximately 400 Barclays Discretionary Investment clients.
Jun 2016 - Jun 2017
Banking Office Executive
Working closely alongside Barclays Private Bankers to support the organisation’s high net-worth UK Private Bank clients.
Apr 2015 - Jun 2016
Personal Banker
Delivering strong, consistent business outputs through face-to-face private meetings. I identify customer needs, look for other ways to help make and save them money, and offer responsible and informative financial guidance accordingly.
Aug 2011 - Jul 2014
Customer Service Assistant
Jun 2009 - May 2011
FAQ
Frequently asked questions about Heather Mclaughlin Dipfa
Quick answers generated from the profile data available on this page.
What company does Heather Mclaughlin Dipfa work for?
Heather Mclaughlin Dipfa works for Standard Life plc.
What is Heather Mclaughlin Dipfa's role at Standard Life plc?
Heather Mclaughlin Dipfa is listed as Financial Adviser at Standard Life plc.
Where is Heather Mclaughlin Dipfa based?
Heather Mclaughlin Dipfa is based in Greater Glasgow Area, United Kingdom while working with Standard Life plc.
What companies has Heather Mclaughlin Dipfa worked for?
Heather Mclaughlin Dipfa has worked for Standard Life Plc, Trinitybridge, Close Brothers Asset Management, Barclays, and Barclays Wealth Management.
How can I contact Heather Mclaughlin Dipfa?
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