Joel Wood Dippfs Email and Phone Number
I provide a holistic, personalised and long-term financial planning service to my clients. I am an appointed adviser within Wealth and Finance Matters Ltd which has over 40 years’ experience within the industry. Based in London our emphasis is on maintaining a long-term relationship with our clients providing them with a source of trusted advice as their financial needs evolve over the years.I specialise in all areas of wealth management, including, retirement planning, savings and investment planning and am passionate about helping individuals, businesses and families achieve their financial goals. In my spare time I enjoy playing golf, watching sport and spending time with family and friends.The Partner Practice 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP Approved 04/09/2024.
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Wealth ManagerWealth And Finance Matters LtdLondon, Gb -
Wealth ManagerWealth And Finance Matters Ltd Oct 2018 - PresentMoorgate, LondonSt. James's Place Wealth Management is one of the UK’s leaders in wealth management and financial planning. As a company we specialise in delivering quality, face-to-face advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. -
Swimming InstructorSeriously Fun Dec 2013 - Aug 2015Coaching children from the ages of 6-14 years old on how to improve their swimming skills. -
Swimming InstructorStarfish Swimming Sep 2013 - Jul 2014Coaching children and teens from the ages of 6-18 years old who suffer who physical or mental disabilities.
Joel Wood Dippfs Education Details
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Diploma In Regulated Financial Planning -
Journalism (Single Honours) -
The Beaconsfield School
Frequently Asked Questions about Joel Wood Dippfs
What company does Joel Wood Dippfs work for?
Joel Wood Dippfs works for Wealth And Finance Matters Ltd
What is Joel Wood Dippfs's role at the current company?
Joel Wood Dippfs's current role is Wealth Manager.
What schools did Joel Wood Dippfs attend?
Joel Wood Dippfs attended Chartered Insurance Institute, De Montfort University, The Beaconsfield School.
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