Lee Spragg Dipfa / Cemap
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Lee Spragg Dipfa / Cemap Email & Phone Number

Wealth Management Partner at True Potential Wealth Management LLP at True Potential Wealth Management LLP
Location: Crewe, England, United Kingdom 4 work roles 4 schools
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Role
Wealth Management Partner at True Potential Wealth Management LLP
Location
Crewe, England, United Kingdom
Company size

Who is Lee Spragg Dipfa / Cemap? Overview

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Quick answer

Lee Spragg Dipfa / Cemap is listed as Wealth Management Partner at True Potential Wealth Management LLP at True Potential Wealth Management LLP, a company with 619 employees, based in Crewe, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lee Spragg Dipfa / Cemap.

Lee Spragg Dipfa / Cemap previously worked as Partner at True Potential Wealth Management Llp and Financial Planning Manager at Axa Wealth. Lee Spragg Dipfa / Cemap holds Dipfa from Ifs.

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Email format at True Potential Wealth Management LLP

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True Potential Wealth Management LLP

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Profile bio

About Lee Spragg Dipfa / Cemap

A highly qualified and successful Financial Adviser who maximises opportunities within the Financial Services Industry. A pro-active person who thrives on learning new skills, and managing high level workloads to demanding and stringent deadlines. A proven track record in developing and applying technical knowledge and skills with an ethical approach to provide high quality advice and customer service whilst working both as an individual and as part of a team.

Current workplace

Lee Spragg Dipfa / Cemap's current company

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True Potential Wealth Management LLP
True Potential Wealth Management Llp
Wealth Management Partner at True Potential Wealth Management LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Website
Employees
619
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4 roles

Lee Spragg Dipfa / Cemap work experience

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Partner

Current

Lee Spragg is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.InvestmentRestricted Advice - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform..

Jul 2013 - Present

Financial Planning Manager

Stoke-on-Trent, United Kingdom

Financial Planning Manager role includes developing relationships with new and existing clients and branch staff within a Banc assurance environment to maximise opportunities and provide holistic financial advice on savings and Investments, protection, and retirement planning to a broad range of both retail and high net worth clients.

Nov 2011 - May 2013

Financial Adviser

Crewe, United Kingdom

Financial Adviser role includes building relationships with new and existing clients. Reviewing client circumstances in a wide variety of financial planning areas including savings and investments, protection (on death, critical illness, and ill health), retirement aspirations, and general insurance to identify and highlight shortfall areas, and to compile.

Mar 2008 - Oct 2011
Team & coworkers

Colleagues at True Potential Wealth Management LLP

Other employees you can reach at tpllp.com. View company contacts for 619 employees →

4 education records

Lee Spragg Dipfa / Cemap education

Dipfa

Ifs

Cefa

Ifs

Cemap

Ifs

Gcse, A-C

Madeley High School
FAQ

Frequently asked questions about Lee Spragg Dipfa / Cemap

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What company does Lee Spragg Dipfa / Cemap work for?

Lee Spragg Dipfa / Cemap works for True Potential Wealth Management LLP.

What is Lee Spragg Dipfa / Cemap's role at True Potential Wealth Management LLP?

Lee Spragg Dipfa / Cemap is listed as Wealth Management Partner at True Potential Wealth Management LLP at True Potential Wealth Management LLP.

Where is Lee Spragg Dipfa / Cemap based?

Lee Spragg Dipfa / Cemap is based in Crewe, England, United Kingdom while working with True Potential Wealth Management LLP.

What companies has Lee Spragg Dipfa / Cemap worked for?

Lee Spragg Dipfa / Cemap has worked for True Potential Wealth Management Llp, Axa Wealth, The Co-Operative Banking Group, and Ironmarket Homeloans & Mortgages Ltd.

Who are Lee Spragg Dipfa / Cemap's colleagues at True Potential Wealth Management LLP?

Lee Spragg Dipfa / Cemap's colleagues at True Potential Wealth Management LLP include Chris Melling(Cemap,Dipfa,Cerer), Glen Sayer Awpetr Dipfs, Tracy Savage Fpfs, Ethan Sisterson, and Jonny Leck.

How can I contact Lee Spragg Dipfa / Cemap?

You can use AeroLeads to view verified contact signals for Lee Spragg Dipfa / Cemap at True Potential Wealth Management LLP, including work email, phone, and LinkedIn data when available.

What schools did Lee Spragg Dipfa / Cemap attend?

Lee Spragg Dipfa / Cemap holds Dipfa from Ifs.

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