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Mark Willmott Dippfs Asip Email & Phone Number

Helping people to achieve their long term financial goals at AFH Wealth Management
Location: Godalming, England, United Kingdom 8 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Helping people to achieve their long term financial goals
Location
Godalming, England, United Kingdom
Company size

Who is Mark Willmott Dippfs Asip? Overview

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Quick answer

Mark Willmott Dippfs Asip is listed as Helping people to achieve their long term financial goals at AFH Wealth Management, a with 394 employees, based in Godalming, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Willmott Dippfs Asip.

Mark Willmott Dippfs Asip previously worked as Independent Financial Adviser at Afh Wealth Management and Strategic Relationship Director at Assetlogic. Mark Willmott Dippfs Asip holds Diploma In Regulated Financial Planning - Dippfs from Chartered Insurance Institute.

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Email format at AFH Wealth Management

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AFH Wealth Management

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Profile bio

About Mark Willmott Dippfs Asip

I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. I qualified as a Certified Financial Planner (DipPFS) after a successful 25 year career in institutional asset management helping some of the largest UK occupational pension schemes with their investments. I am passionate about helping my clients and their families achieve the lifestyle they want. My approach to financial advice has always been to help people make better decisions. I focus on each client's specific needs, provide solutions and work with them to create a holistic plan to meet their objectives. I offer expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Given AFH Wealth Management's independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to smaller firms.To arrange an informal, no-obligation meeting, please contact me on mark.willmott@afhgroup.com

Current workplace

Mark Willmott Dippfs Asip's current company

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AFH Wealth Management
Afh Wealth Management
Helping people to achieve their long term financial goals
bromsgrove, worcestershire, united kingdom
Website
Employees
394
AeroLeads page
8 roles · 33 years

Mark Willmott Dippfs Asip work experience

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Independent Financial Adviser

Current

Greater Guildford Area, United Kingdom

Financial Planning | Investments | Pensions | Retirement Planning | Inheritance Tax and Estate Planning

Mar 2023 - Present

Strategic Relationship Director

Godalming, United Kingdom

AssetLogic is revolutionising the way the asset management industry collects, manages and securely shares fund data and documents. Our aim is to help the industry improve data integrity, efficiency and transparency as well as solve the data management challenges brought on by regulation.

Jan 2017 - Mar 2023

Head Of Institutional Business (Uk & Ireland)

Gam

London, United Kingdom

Leading the UK institutional business at GAM with overall responsibility for all aspects of the business including sales, clients, consultants and investor relationships.

Oct 2015 - Dec 2016
Team & coworkers

Colleagues at AFH Wealth Management

Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →

3 education records

Mark Willmott Dippfs Asip education

Chartered Financial Analyst - Cfa Uk - (Asip Formerly Iimr Exams)

Cfa Institute

Ba (Hons)

Portsmouth University
FAQ

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What company does Mark Willmott Dippfs Asip work for?

Mark Willmott Dippfs Asip works for AFH Wealth Management.

What is Mark Willmott Dippfs Asip's role at AFH Wealth Management?

Mark Willmott Dippfs Asip is listed as Helping people to achieve their long term financial goals at AFH Wealth Management.

Where is Mark Willmott Dippfs Asip based?

Mark Willmott Dippfs Asip is based in Godalming, England, United Kingdom while working with AFH Wealth Management.

What companies has Mark Willmott Dippfs Asip worked for?

Mark Willmott Dippfs Asip has worked for Afh Wealth Management, Assetlogic, Gam, Jupiter Asset Management Limited, and Royal London Asset Management.

Who are Mark Willmott Dippfs Asip's colleagues at AFH Wealth Management?

Mark Willmott Dippfs Asip's colleagues at AFH Wealth Management include Nigel Poole, Lucy Somner, Christopher Hunter Ba (Hons), Dipfa Mifs, Duncan Hughes, and Geraint Connors.

How can I contact Mark Willmott Dippfs Asip?

You can use AeroLeads to view verified contact signals for Mark Willmott Dippfs Asip at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Mark Willmott Dippfs Asip attend?

Mark Willmott Dippfs Asip holds Diploma In Regulated Financial Planning - Dippfs from Chartered Insurance Institute.

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