James Harvey Dippfs
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James Harvey Dippfs Email & Phone Number

Independent Financial Adviser at AFH Wealth Management | Pension and Retirement Planning | Investment Planning | Inheritance Tax and Estate Planning | Protection Planning at AFH Wealth Management
Location: Bath, England, United Kingdom 1 work role
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Current company
AFH Wealth Management
Role
Independent Financial Adviser at AFH Wealth Management | Pension and Retirement Planning | Investment Planning | Inheritance Tax and Estate Planning | Protection Planning
Location
Bath, England, United Kingdom
Company size
394 employees

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Quick answer

James Harvey Dippfs is listed as Independent Financial Adviser at AFH Wealth Management | Pension and Retirement Planning | Investment Planning | Inheritance Tax and Estate Planning | Protection Planning at AFH Wealth Management, a with 394 employees, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Harvey Dippfs.

James Harvey Dippfs previously worked as Independent Financial Advisor at Afh Wealth Management.

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AFH Wealth Management

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About James Harvey Dippfs

I’m an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. I have 15 years experience within financial services and the pensions industry.I currently hold a Diploma in Financial Planning & I am working towards becoming a Chartered Financial Planner.My approach to financial advice has always been to give the very best experience to all my clients. I value each client's individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations.I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax planning and investments. Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.

Current workplace

James Harvey Dippfs's current company

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AFH Wealth Management
Afh Wealth Management
Independent Financial Adviser at AFH Wealth Management | Pension and Retirement Planning | Investment Planning | Inheritance Tax and Estate Planning | Protection Planning
bromsgrove, worcestershire, united kingdom
Website
afhwm.co.uk
Employees
394
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1 role

James Harvey Dippfs work experience

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Team & coworkers

Colleagues at AFH Wealth Management

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MS Mark Sidaway Mark Sidaway Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom View → HG Helen Grazier Helen Grazier Colleague at Afh Wealth ManagementDudley, England, United Kingdom View → GM Grace Mcgowan Grace Mcgowan Colleague at Afh Wealth ManagementUnited Kingdom View → RS Richard Shellard Richard Shellard Colleague at Afh Wealth ManagementSittingbourne, England, United Kingdom View → AB Anna Berry Anna Berry Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom View → PC Pawel Ciesla Pawel Ciesla Colleague at Afh Wealth ManagementWednesbury, England, United Kingdom View → JR Jared Richards Jared Richards Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom View → KM Kevin Mingaye Kevin Mingaye Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom View → AH Angus Howden Angus Howden Colleague at Afh Wealth ManagementTaunton, England, United Kingdom View → CT Christopher Thomas Christopher Thomas Colleague at Afh Wealth ManagementNottingham, England, United Kingdom View →
FAQ

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What company does James Harvey Dippfs work for?

James Harvey Dippfs works for AFH Wealth Management.

What is James Harvey Dippfs's role at AFH Wealth Management?

James Harvey Dippfs is listed as Independent Financial Adviser at AFH Wealth Management | Pension and Retirement Planning | Investment Planning | Inheritance Tax and Estate Planning | Protection Planning at AFH Wealth Management.

Where is James Harvey Dippfs based?

James Harvey Dippfs is based in Bath, England, United Kingdom while working with AFH Wealth Management.

What companies has James Harvey Dippfs worked for?

James Harvey Dippfs has worked for Afh Wealth Management.

Who are James Harvey Dippfs's colleagues at AFH Wealth Management?

James Harvey Dippfs's colleagues at AFH Wealth Management include Mark Sidaway, Helen Grazier, Grace Mcgowan, Richard Shellard, and Anna Berry.

How can I contact James Harvey Dippfs?

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