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James Shiner Dippfs is listed as Personal Wealth Adviser at Schroders Personal Wealth at Schroders Personal Wealth, a company with 624 employees, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Shiner Dippfs.
James Shiner Dippfs previously worked as Personal Wealth Adviser at Schroders Personal Wealth and Private Client Banking Manager at Lloyds Bank Private Banking.
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I have 10 years’ experience in the world of Financial Planning and Banking in the UK, helping personal clients with their financial needs. I am passionate on being approachable and trustworthy, building long term relationships to enable me to provide organic financial plans tailored to each individuals specific goals and needs. I use my experience and knowledge to help local clients and their families throughout their lifetime.Based in Bath, I specialise in advice for Investments, Protection, Retirement and Estate Planning solutions.I pride myself on my knowledge around the financial markets and the global economic outlook. With specific interests around sustainable and environmentally responsible investing.
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Bath, England, United Kingdom
I am a Personal Wealth Advisor at Schroders Personal Wealth covering the city of Bath and surrounding towns and villages. I have been working in Financial Services for over 10 years, using my extensive knowledge of Financial Planning understanding individual client needs, both now and in the future. I hold the Chartered Insurance Diploma In Financial.
Bristol, United Kingdom
Manage a designated portfolio of 300 high-net-worth clients banking relationships in order to identify and address client’s needs, ensuring that the overall service provided is in line with and indeed exceeds client expectations.
Bristol, United Kingdom
To actively develop and manage a designated portfolio of over 300 existing Investment Clients. Developing close relationships and providing advice on their portfolios to ensure on-going suitability through annual financial reviews.
Other employees you can reach at spw.com. View company contacts for 624 employees →
Lindsay Brooks
Colleague at Schroders Personal Wealth
Quethiock, England, United Kingdom, United Kingdom
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LD
Lee Davey Mcsi
Colleague at Schroders Personal Wealth
Swindon, England, United Kingdom, United Kingdom
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ZY
Zoe Yeatman
Colleague at Schroders Personal Wealth
Atherstone, England, United Kingdom, United Kingdom
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SF
Stuart Foxen
Colleague at Schroders Personal Wealth
Bromley, England, United Kingdom, United Kingdom
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AH
Alice Harmer Dipfa Cemap Bschons
Colleague at Schroders Personal Wealth
Old Basing, England, United Kingdom, United Kingdom
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FA
Farah Akhtar Sattar Dippfs
Colleague at Schroders Personal Wealth
Greater Edinburgh Area, United Kingdom
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EB
Ellie Brumby
Colleague at Schroders Personal Wealth
Cambridge, England, United Kingdom, United Kingdom
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GM
Gary Mckernan
Colleague at Schroders Personal Wealth
Glasgow, Scotland, United Kingdom, United Kingdom
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CW
Carly Williams
Colleague at Schroders Personal Wealth
Hockley, England, United Kingdom, United Kingdom
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CR
Craig Rees Professional Procrastinator
Colleague at Schroders Personal Wealth
Cardiff, Wales, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
James Shiner Dippfs works for Schroders Personal Wealth.
James Shiner Dippfs is listed as Personal Wealth Adviser at Schroders Personal Wealth at Schroders Personal Wealth.
James Shiner Dippfs is based in Bath, England, United Kingdom while working with Schroders Personal Wealth.
James Shiner Dippfs has worked for Schroders Personal Wealth, Lloyds Bank Private Banking, and Lloyds Banking Group.
James Shiner Dippfs's colleagues at Schroders Personal Wealth include Lindsay Brooks, Lee Davey Mcsi, Zoe Yeatman, Stuart Foxen, and Alice Harmer Dipfa Cemap Bschons.
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