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Ian Taylor Dippfs Email & Phone Number

Relationships Manager at Capstone Financial
Location: Bolton, England, United Kingdom 5 work roles 1 school
1 work email found @mswm.co.uk 1 phone found area 796 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email i****@mswm.co.uk
Direct phone (796) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capstone Financial
Role
Relationships Manager
Location
Bolton, England, United Kingdom
Company size
31 employees

Who is Ian Taylor Dippfs? Overview

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Quick answer

Ian Taylor Dippfs is listed as Relationships Manager at Capstone Financial, a company with 31 employees, based in Bolton, England, United Kingdom. AeroLeads shows a work email signal at mswm.co.uk, phone signal with area code 796, and a matched LinkedIn profile for Ian Taylor Dippfs.

Ian Taylor Dippfs previously worked as Financial Planner at Capstone Financial and Director at Syddall Financial Solutions Ltd. Ian Taylor Dippfs holds Hnc, Business Studies from Bolton Institute Of Technology.

Company email context

Email format at Capstone Financial

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{first}@mswm.co.uk
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AeroLeads found 1 current-domain work email signal for Ian Taylor Dippfs. Compare company email patterns before reaching out.

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Profile bio

About Ian Taylor Dippfs

I have been a Financial Planner for over 30 years which means that I have seen the industry evolve and go through many changes. Now more than ever I feel getting good financial advice is critical when aiming to achieve future security in retirement and when planning for wealth to be passed through the generations. At Capstone Financial, we want to protect your family and your business from unforeseen circumstances and protect your investments match your expectations/goals. We will work with you to preserve your wealth; using efficient tax planning to help your money to be passed to your family.We pride ourselves on reviewing each and every one of our clients to check their pension planning, savings and investments are working as they should and continue to match their goals.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.Our privileged position of being a Partner Practice of St. James's Place Wealth Management, means we have access to their distinctive approach to Wealth Management. St. James's Place recently won the prestigious “Wealth Management Company of the Year” 2022 at the City of London Wealth Management Awards. The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients.Please call me on 07961 918 171 or 01204 366 300 to arrange an initial financial planning consultation.Specialties: Tax Trusts & Wealth Management, Estate Preservation, Aspects of Exit Business Stratergies, Business Protection, Family Protection, Employee Benefit Schemes, Directors Retirement Planning.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.Capstone Financial is a trading name of Capstone Financial Management Ltd.SJP Approved 3/9/2024

Listed skills include Wealth Management, Financial Advisory, Retirement Planning, Management, and 40 others.

Current workplace

Ian Taylor Dippfs's current company

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Capstone Financial
Capstone Financial
Relationships Manager
Bolton, GB
Website
capstone-financial.co.uk
Employees
31
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Company profile
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5 roles

Ian Taylor Dippfs work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Capstone Financial

Bolton, United Kingdom

  • I work with individuals and businesses to help maximise their assets and protect their wealth. When financial planning for your business I can work with you in a number of areas:
  • Ensuring cash assets in the business are invested to maximise returns and tax efficiency
  • Extracting profits of your business in the most tax efficient manner
  • Implementing and managing workplace pensions – being mindful of new pension reform rules
  • Aspects of exit or transition strategy
  • Identifying and mitigating the liabilities that could be created by the loss of a key person.For individuals I can look at:
Jan 2017 - Present

Director

Syddall Financial Solutions Ltd

Chorley Old Road Bolton

Syddall Financial Solutions was born to provide Wealth Management & Tax Planning Advice to Clients of Syddall Chartered Accountants. Clients of Syddalls benefit form the expertise offered by Financial advisers Stephen Owen and Ian Taylor who run their own Company MS Wealth Management Ltd.

Jan 2007 - Dec 2016

Director

Ms Wealth Management Ltd

We merged Ian Taylor Financial Planning and Stephen Owen Financial Management in 2004. Since then we have re-launched our combined business and developed our strategy to become MS Wealth Management Ltd which reflects our new investment proposition. We specialise in saving clients tax and improving their wealth.

Jan 2004 - Dec 2016

Associate

Henry Knott Associates

As an Associate of Henry Knotts, I qualified here to be a Financial Adviser. It proved to be a baptism of fire because in October 1997 was the famous Black Monday stock market crash. I suppose looking back that experience has benefited me in many ways, gaining me first hand experience of volatile markets. This experience has stood me in good stead in tax.

Apr 1987 - Jan 1999
Team & coworkers

Colleagues at Capstone Financial

Other employees you can reach at capstone-financial.co.uk. View company contacts for 31 employees →

SO Stephen Owen Stephen Owen Colleague at Capstone FinancialBolton, England, United Kingdom, United Kingdom View → JS Jo Stanner Mlibf Dipfa Jo Stanner Mlibf Dipfa Colleague at Capstone FinancialGreater Stoke-on-Trent Area, United Kingdom View → AW Andrew Williamson Dipfa, Chartered Alibf Andrew Williamson Dipfa, Chartered Alibf Colleague at Capstone FinancialManchester, England, United Kingdom, United Kingdom View → HT Holly Tillyard-Smith Holly Tillyard-Smith Colleague at Capstone FinancialStockport, England, United Kingdom, United Kingdom View → MW Mei Woodcock Dipfa Mei Woodcock Dipfa Colleague at Capstone FinancialLiverpool, England, United Kingdom, United Kingdom View → SO Stephen Owen Stephen Owen Colleague at Capstone FinancialUnited Kingdom, United Kingdom View → DS Dipak Sarvaiya Dipak Sarvaiya Colleague at Capstone FinancialAhmedabad, Gujarat, India, India View → RB Robert Beck Dippfs Cert Cii (Mp) Robert Beck Dippfs Cert Cii (Mp) Colleague at Capstone FinancialUlverston, England, United Kingdom, United Kingdom View → TA Tom Aitkenhead Tom Aitkenhead Colleague at Capstone FinancialUnited Kingdom, United Kingdom View → AJ Aimee Jeavons Aimee Jeavons Colleague at Capstone FinancialManchester Area, United Kingdom, United Kingdom View →
1 education record

Ian Taylor Dippfs education

  • Bolton Institute Of Technology
    Bolton Institute Of Technology
    Business Studies
FAQ

Frequently asked questions about Ian Taylor Dippfs

Quick answers generated from the profile data available on this page.

What company does Ian Taylor Dippfs work for?

Ian Taylor Dippfs works for Capstone Financial.

What is Ian Taylor Dippfs's role at Capstone Financial?

Ian Taylor Dippfs is listed as Relationships Manager at Capstone Financial.

What is Ian Taylor Dippfs's email address?

AeroLeads has found 1 work email signal at @mswm.co.uk for Ian Taylor Dippfs at Capstone Financial.

What is Ian Taylor Dippfs's phone number?

AeroLeads has found 1 phone signal(s) with area code 796 for Ian Taylor Dippfs at Capstone Financial.

Where is Ian Taylor Dippfs based?

Ian Taylor Dippfs is based in Bolton, England, United Kingdom while working with Capstone Financial.

What companies has Ian Taylor Dippfs worked for?

Ian Taylor Dippfs has worked for Capstone Financial, Syddall Financial Solutions Ltd, Ms Wealth Management Ltd, and Henry Knott Associates.

Who are Ian Taylor Dippfs's colleagues at Capstone Financial?

Ian Taylor Dippfs's colleagues at Capstone Financial include Stephen Owen, Jo Stanner Mlibf Dipfa, Andrew Williamson Dipfa, Chartered Alibf, Holly Tillyard-Smith, and Mei Woodcock Dipfa.

How can I contact Ian Taylor Dippfs?

You can use AeroLeads to view verified contact signals for Ian Taylor Dippfs at Capstone Financial, including work email, phone, and LinkedIn data when available.

What schools did Ian Taylor Dippfs attend?

Ian Taylor Dippfs holds Hnc, Business Studies from Bolton Institute Of Technology.

What skills is Ian Taylor Dippfs known for?

Ian Taylor Dippfs is listed with skills including Wealth Management, Financial Advisory, Retirement Planning, Management, Strategic Financial Planning, Pensions, Investments, and Financial Services.

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