Liam Thomas Dippfs Cemap Email & Phone Number
Who is Liam Thomas Dippfs Cemap? Overview
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Liam Thomas Dippfs Cemap is listed as Independent Financial Advisor at TFA Trusted Financial Advice, a with 26 employees, based in Camborne, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Liam Thomas Dippfs Cemap.
Liam Thomas Dippfs Cemap previously worked as Independent Mortgage Adviser at Tfa Trusted Financial Advice and Senior Mortgage & Protection Consultant at Countrywide Mortgages. Liam Thomas Dippfs Cemap holds Cemap, Financial Planning And Services from Chartered Insurance Institute.
Email format at TFA Trusted Financial Advice
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About Liam Thomas Dippfs Cemap
As an Independent Financial Adviser based in Cornwall, I offer a comprehensive range of financial advice services. Tailoring my approach to client preferences, Whether you seek guidance on personal, family, or business financial matters, I can provides assistance that meets your specific needs. Experience and background Having been actively engaged in the financial services sector since 2008, I provide a completely independent financial advice service: Investments and savings of all kinds, whether orientated towards income, capital growth, or both. Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way. Mortgage advice including equity release. Financial protection, including life assurance, critical illness cover and income protection. Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death. I hold financial qualifications accredited by the Chartered Insurance Institute, including the Diploma in Regulated Financial Planning and Certificate in Equity Release, in addition to holding CeMAP (Certificate in Mortgage Advice & Practice).
Liam Thomas Dippfs Cemap's current company
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Liam Thomas Dippfs Cemap work experience
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Independent Mortgage Adviser
Senior Mortgage & Protection Consultant
Striving to provide the highest levels of service and to truly understand our customers` needs. I am adaptable, self-motivated and comfortable working in a fast paced, target driven environment.
Senior Personal Banking Manager
Manager
Personal Banker
Customer Service Assistant
CustomerDeliver a high level of customer experience by proactively identifying genuine customer needs and making appropriate banking, mortgage and partner referrals, ensuring customer needs are met via an appropriate channel in a timely manner and at a time of our customers’ choosing.Proactively manage time to be in the right place at the right time, supporting the overall customers’ branch experience and helping to ensure customers are dealt with quickly and professionally, working flexibly across all zones of the branch including banking hall, counter, self serve and enquiries.Engage with customers in the Banking Hall demonstrating behaviours consistent with Delivering Service/Banking Hall Excellence and Channel of Choice, maximising the use of tablets as appropriate; actively educating and assisting customers, including assessing their digital appetite and confidence to help in the most appropriate and relevant channel for their individual circumstances. Control EnvironmentEffectively comply within the Risk Management Framework including our Policies, Processes, Procedures and Governance to ensure a robust and consistent approach to make the right decisions and do the right thing for our customers.Keep up-to-date with mandatory training and take personal responsibility to ensure you have the appropriate skills and knowledge to remain competent to undertake your role.Fulfil customer transactions and account servicing requests accurately and compliantly right first time using the system tools and prompts when available.Undertake NPA routines when required, making sure that outstanding items are actively progressed.
Colleagues at TFA Trusted Financial Advice
Other employees you can reach at tfagroup.co.uk. View company contacts for 26 employees →
Chris Glazier
Colleague at Tfa Trusted Financial AdviceGreater Plymouth Area, United Kingdom
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Theresa Atal
Colleague at Tfa Trusted Financial AdviceUnited Kingdom
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Andy Moir
Colleague at Tfa Trusted Financial AdviceGreater Plymouth Area, United Kingdom
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Darren Bilkey - Chartered Financial Planner
Colleague at Tfa Trusted Financial AdviceTrispen, England, United Kingdom
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Charlotte (Charly) Higman
Colleague at Tfa Trusted Financial AdviceGreater Bristol Area, United Kingdom
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Ben Nurse Llb (Hons) Dippfs
Colleague at Tfa Trusted Financial AdviceSt Austell, England, United Kingdom
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Kelli Neal
Colleague at Tfa Trusted Financial AdviceDorchester, England, United Kingdom
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Maya Orme-Lynch
Colleague at Tfa Trusted Financial AdviceGreater Plymouth Area, United Kingdom
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Graham Westhall
Colleague at Tfa Trusted Financial AdviceGreater Plymouth Area, United Kingdom
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Laura Smith
Colleague at Tfa Trusted Financial AdviceUnited Kingdom
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Liam Thomas Dippfs Cemap education
Cemap, Financial Planning And Services
Cefap, Financial Planning And Services
10 Gcse'S
Frequently asked questions about Liam Thomas Dippfs Cemap
Quick answers generated from the profile data available on this page.
What company does Liam Thomas Dippfs Cemap work for?
Liam Thomas Dippfs Cemap works for TFA Trusted Financial Advice.
What is Liam Thomas Dippfs Cemap's role at TFA Trusted Financial Advice?
Liam Thomas Dippfs Cemap is listed as Independent Financial Advisor at TFA Trusted Financial Advice.
Where is Liam Thomas Dippfs Cemap based?
Liam Thomas Dippfs Cemap is based in Camborne, England, United Kingdom while working with TFA Trusted Financial Advice.
What companies has Liam Thomas Dippfs Cemap worked for?
Liam Thomas Dippfs Cemap has worked for Tfa Trusted Financial Advice, Countrywide Mortgages, and Lloyds Bank.
Who are Liam Thomas Dippfs Cemap's colleagues at TFA Trusted Financial Advice?
Liam Thomas Dippfs Cemap's colleagues at TFA Trusted Financial Advice include Chris Glazier, Theresa Atal, Andy Moir, Darren Bilkey - Chartered Financial Planner, and Charlotte (Charly) Higman.
How can I contact Liam Thomas Dippfs Cemap?
You can use AeroLeads to view verified contact signals for Liam Thomas Dippfs Cemap at TFA Trusted Financial Advice, including work email, phone, and LinkedIn data when available.
What schools did Liam Thomas Dippfs Cemap attend?
Liam Thomas Dippfs Cemap holds Cemap, Financial Planning And Services from Chartered Insurance Institute.
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