Linzi Webb Dippfs

Linzi Webb Dippfs Email and Phone Number

Financial Planner @ Unique Financial Planning
swindon, united kingdom
Linzi Webb Dippfs's Location
Salisbury, England, United Kingdom, United Kingdom
About Linzi Webb Dippfs

As a financial planner for Unique Financial Planning Ltd I provide thoughtful advice to my clients, supporting them in making meaningful decisions throughout their financial journey, whether that be protecting, growing, enjoying or preserving their wealth. Each client is unique and I focus on getting to know them, ensuring I understand their individual goals and objectives, which helps me build and maintain a robust and reliable plan to achieve their aims. I have enjoyed over 18years in financial services, previously paraplanning, providing administrative support, and working for product providers, this has given me in-depth, valuable and broad experience of the industry.

Linzi Webb Dippfs's Current Company Details
Unique Financial Planning

Unique Financial Planning

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Financial Planner
swindon, united kingdom
Employees:
18
Linzi Webb Dippfs Work Experience Details
  • Unique Financial Planning
    Financial Planner
    Unique Financial Planning May 2024 - Present
    United Kingdom
  • Wesleyan
    Specialist Financial Adviser
    Wesleyan May 2023 - May 2024
  • St. James’S Place Wealth Management
    Financial Adviser
    St. James’S Place Wealth Management Jun 2021 - May 2023
    Salisbury, England, United Kingdom
  • St. James’S Place Wealth Management
    Paraplanner
    St. James’S Place Wealth Management Jun 2018 - May 2023
  • St. James’S Place Wealth Management
    Partner Support Executive
    St. James’S Place Wealth Management Sep 2017 - Jun 2018
    Salisbury, England, United Kingdom
  • Succession Wealth
    Adviser Support
    Succession Wealth May 2015 - Sep 2017
  • James Hay Partnership
    Senior Account Executive
    James Hay Partnership Aug 2010 - May 2015

Linzi Webb Dippfs Education Details

Frequently Asked Questions about Linzi Webb Dippfs

What company does Linzi Webb Dippfs work for?

Linzi Webb Dippfs works for Unique Financial Planning

What is Linzi Webb Dippfs's role at the current company?

Linzi Webb Dippfs's current role is Financial Planner.

What schools did Linzi Webb Dippfs attend?

Linzi Webb Dippfs attended Chartered Insurance Institute, Chartered Insurance Institute.

Who are Linzi Webb Dippfs's colleagues?

Linzi Webb Dippfs's colleagues are Mike Shiner, Ervin Magante, Beccy Stephenson, Stuart Collings Ba(Hons) Apfs, Mohamed Alobaidy, Mike Anthony, Rhiannon Vallis.

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