Liam Wilson Dipfa Email and Phone Number
I became a financial adviser because I have a passion to help people make sense of their finances. I lovebuilding relationships with my clients and their families, to help them plan their financial futures. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.When I am not working I enjoy spending time with my wife and two sons. I can regularly be found on the golf course and have been a member of Frinton Golf Club since 2003.The Partner Practice is an Appointed Representative of and represents only St. James'sPlace Wealth Management plc (which is authorised and regulated by the Financial ConductAuthority).'The St. James's Place Partnership' and the title 'Partner Practice / 'Partner' is the marketing term used to describe St. James's Place representatives.SJP Approved 14/02/2023
Greensward Financial Planning Ltd
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Financial AdviserGreensward Financial Planning Ltd Jul 2024 - PresentFrinton-On-Sea, England, United Kingdom
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Financial AdvisorAndrew J Murray, Senior Partner Of St. James'S Place Feb 2023 - Jul 2024Frinton-On-Sea, England, United KingdomSt. James's Place is a FTSE 100 company and one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face to face wealth management 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.
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Financial AdviserMayflower Financial Planning, Partner Practice Of St. James'S Place Wealth Management Feb 2021 - Feb 2023Dovercourt, England, United KingdomSt. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealthmanagement organisations. As a company we specialise in delivering quality, face-to-face wealthmanagement 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.
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ParaplannerMayflower Financial Planning, Partner Practice Of St. James Place Wealth Management Jan 2020 - Feb 2021
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Assistant Sales ManagerUnderwoods Motor Group Oct 2012 - Jan 2020
Liam Wilson Dipfa Education Details
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Financial Planning -
Tendring Technology CollegeBusiness Studies, Economics, Physical Education.
Frequently Asked Questions about Liam Wilson Dipfa
What company does Liam Wilson Dipfa work for?
Liam Wilson Dipfa works for Greensward Financial Planning Ltd
What is Liam Wilson Dipfa's role at the current company?
Liam Wilson Dipfa's current role is Financial Adviser, providing tailored and personalised financial planning advice to individuals, families and business owners in Essex, Suffolk and the City of London..
What schools did Liam Wilson Dipfa attend?
Liam Wilson Dipfa attended Chartered Insurance Institute, The London Institute Of Banking & Finance, Tendring Technology College.
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