Jon Lugg Dipfa, Cert Cii (Mp Er)
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Jon Lugg Dipfa, Cert Cii (Mp Er) Email & Phone Number

Client Relationship Manager at True Potential LLP
Location: South Gloucestershire, England, United Kingdom 5 work roles 1 school
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Current company
Role
Client Relationship Manager
Location
South Gloucestershire, England, United Kingdom
Company size

Who is Jon Lugg Dipfa, Cert Cii (Mp Er)? Overview

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Quick answer

Jon Lugg Dipfa, Cert Cii (Mp Er) is listed as Client Relationship Manager at True Potential LLP, a company with 619 employees, based in South Gloucestershire, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jon Lugg Dipfa, Cert Cii (Mp Er).

Jon Lugg Dipfa, Cert Cii (Mp Er) previously worked as Client Relationship Manager at Summit Financial Planning Ltd and Systems & Operations Analyst at The Aspire Partnership Llp. Jon Lugg Dipfa, Cert Cii (Mp Er) holds Bsc (Hons), Outdoor Studies from St Martin'S College.

Company email context

Email format at True Potential LLP

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True Potential LLP

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Profile bio

About Jon Lugg Dipfa, Cert Cii (Mp Er)

Jon Lugg Dipfa, Cert Cii (Mp Er) is a Client Relationship Manager at True Potential LLP. He possess expertise in protection, financial services, investments, residential mortgages, personal pensions and 2 more skills.

Listed skills include Protection, Financial Services, Investments, Residential Mortgages, and 3 others.

Current workplace

Jon Lugg Dipfa, Cert Cii (Mp Er)'s current company

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True Potential LLP
True Potential Llp
Client Relationship Manager
newcastle upon tyne, newcastle upon tyne, united kingdom
Website
Employees
619
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5 roles

Jon Lugg Dipfa, Cert Cii (Mp Er) work experience

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Client Relationship Manager

Current

Bristol, United Kingdom

Sep 2022 - Present

Systems & Operations Analyst

Bristol, United Kingdom

My responsibilities include assisting the financial planners to create bespoke financial plans for our clients and provide administration support.

Feb 2013 - Dec 2019

Paraplanner

Policies Checked Ltd

Chepstow

Research and analysis of financial products and services to support the Independent Financial Advisers within the company.

May 2005 - Jan 2013

Assistant Manager

Swan Hotel

Assistant Manager for local pub - running the bar, resturant and hotel.

Oct 2002 - May 2005
Team & coworkers

Colleagues at True Potential LLP

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1 education record

Jon Lugg Dipfa, Cert Cii (Mp Er) education

  • St Martin'S College
    St Martin'S College
    Outdoor Studies
FAQ

Frequently asked questions about Jon Lugg Dipfa, Cert Cii (Mp Er)

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

What company does Jon Lugg Dipfa, Cert Cii (Mp Er) work for?

Jon Lugg Dipfa, Cert Cii (Mp Er) works for True Potential LLP.

What is Jon Lugg Dipfa, Cert Cii (Mp Er)'s role at True Potential LLP?

Jon Lugg Dipfa, Cert Cii (Mp Er) is listed as Client Relationship Manager at True Potential LLP.

Where is Jon Lugg Dipfa, Cert Cii (Mp Er) based?

Jon Lugg Dipfa, Cert Cii (Mp Er) is based in South Gloucestershire, England, United Kingdom while working with True Potential LLP.

What companies has Jon Lugg Dipfa, Cert Cii (Mp Er) worked for?

Jon Lugg Dipfa, Cert Cii (Mp Er) has worked for True Potential Llp, Summit Financial Planning Ltd, The Aspire Partnership Llp, Policies Checked Ltd, and Swan Hotel.

Who are Jon Lugg Dipfa, Cert Cii (Mp Er)'s colleagues at True Potential LLP?

Jon Lugg Dipfa, Cert Cii (Mp Er)'s colleagues at True Potential LLP include Dorian Cobb, Danielle Scullion, Lee Wyllie Dip Cii, Luke Fisher, and Kieran Neeson.

How can I contact Jon Lugg Dipfa, Cert Cii (Mp Er)?

You can use AeroLeads to view verified contact signals for Jon Lugg Dipfa, Cert Cii (Mp Er) at True Potential LLP, including work email, phone, and LinkedIn data when available.

What schools did Jon Lugg Dipfa, Cert Cii (Mp Er) attend?

Jon Lugg Dipfa, Cert Cii (Mp Er) holds Bsc (Hons), Outdoor Studies from St Martin'S College.

What skills is Jon Lugg Dipfa, Cert Cii (Mp Er) known for?

Jon Lugg Dipfa, Cert Cii (Mp Er) is listed with skills including Protection, Financial Services, Investments, Residential Mortgages, Personal Pensions, Pensions, and Cash Flow Modelling.

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