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Michael Triggs Dipfa Email & Phone Number
Providing expert financial advice to help you minimise tax, maximise wealth and protect against risk.
at
Luma Financial Planning
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Providing expert financial advice to help you minimise tax, maximise wealth and protect against risk.
Location
Christchurch, England, United Kingdom
Who is Michael Triggs Dipfa? Overview
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Quick answer
Michael Triggs Dipfa is listed as Providing expert financial advice to help you minimise tax, maximise wealth and protect against risk. at Luma Financial Planning, based in Christchurch, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Michael Triggs Dipfa.
Michael Triggs Dipfa previously worked as Senior Financial Advisor at Firmitas Financial Services and Associate Partner at St. James'S Place Wealth Management. Michael Triggs Dipfa holds Ro1/2/3/4&5 Certificate In Pension Certificate In Mortgage Advice, Financial Planning And Services from Cii.
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Email format at Luma Financial Planning
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Luma Financial Planning
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Profile bio
About Michael Triggs Dipfa
I have a strong background in financial services with over 10 years’ experience which together with St. James’s Place renowned expertise means I am best placed to advise you based on your needs and ensure I deliver competitive, tailored solutions designed to meet your objectives. My clients include:• Small and medium size business owners• Corporate executives• Individuals • FamiliesMy focus is on building and maintaining long-term trusting relationships with my clients, helping you make the most of your capital and providing protection against risk. I offer a bespoke, hands-on service where I regularly review your portfolio, listen to your needs and find options which meet your personal situation as well as keeping you up to date on changes that may affect you. I create an individual financial plan to help you to achieve your financial goals, be that related to your business where we can look at the following:• Business protection and strategy• Employee benefits and remuneration • Pension planning• Asset management and investment planning• Aspects of exit strategy Or for individuals/ families where we can focus on:• Investment planning• Inheritance tax /estate planning• Retirement and pension planning• Intergenerational Wealth• Cash management and borrowings• Protection Planning• Later life planningI am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development so I can then best advise my clients. Feel free to get in touch anytime to discuss how I may be able to help you.
Current workplace
Michael Triggs Dipfa's current company
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Luma Financial Planning
Website
AeroLeads page
9 roles
Michael Triggs Dipfa work experience
A career timeline built from the work history available for this profile.
Role listed
Senior Financial Advisor
Firmitas Financial Services
Our relationship-based service means we put our clients firmly at the centre of everything we do, whilst having the support and backing of a FTSE100 company
Associate Partner
St. James'S Place Wealth Management
My core value is to build and maintain long term trusting relationships with my clients. Through St. James’s Place’s distinctive approach to Wealth Management I am able to help my clients and their families with: Investment PlanningInheritance tax planningRetirement strategiesIntergenerational WealthProtection PlanningCurrently, I am working towards Chartered status within the industry and aim to achieve this in 2019. It is very important that I keep my… Show more My core value is to build and maintain long term trusting relationships with my clients. Through St. James’s Place’s distinctive approach to Wealth Management I am able to help my clients and their families with: Investment PlanningInheritance tax planningRetirement strategiesIntergenerational WealthProtection PlanningCurrently, I am working towards Chartered status within the industry and aim to achieve this in 2019. It is very important that I keep my knowledge up to date to assist my clients with their plans for the future. When I am not working I enjoy spending time with my wife and 2 young children. I also enjoy the gym and exercising to keep fit. Show less
Oct 2017 - Sep 2018
Financial Planning Manager
Using the latest technology to help clients across the UK to meet there financial needs.
Sep 2016 - Oct 2017
Mortgage And Protection Adviser
Began my career with lloyds as a personal banking adviser and promoted to mortgage advisor in 8 months,achieved CAS status quickly and lent over 8.5 million in my first full year.
Dec 2013 - Oct 2016
Personal Banking Advisor
Mar 2013 - Dec 2013
Personal Banking Advisor
Apr 2011 - Mar 2013
Showroom Manager
Allberry Tiling - The Tile Shop Lymington
Managing a sales team and running a successful busy highstreet family business.
Jun 2002 - Mar 2011
5 education records
Michael Triggs Dipfa education
Ro1/2/3/4&5 Certificate In Pension Certificate In Mortgage Advice, Financial Planning And Services
Cii
Dipfa, Financial Planning And Services, Pass
Cefa Certificate In Financial Advice, Financial Planning And Services
Gnvq Advanced In Business. A/S Level In History, Business, Management, Marketing, And Related Support Services
Bournemouth And Poole College
Education record
Highcliffe Comprehensive
FAQ
Frequently asked questions about Michael Triggs Dipfa
Quick answers generated from the profile data available on this page.
What company does Michael Triggs Dipfa work for?
Michael Triggs Dipfa works for Luma Financial Planning.
What is Michael Triggs Dipfa's role at Luma Financial Planning?
Michael Triggs Dipfa is listed as Providing expert financial advice to help you minimise tax, maximise wealth and protect against risk. at Luma Financial Planning.
Where is Michael Triggs Dipfa based?
Michael Triggs Dipfa is based in Christchurch, England, United Kingdom while working with Luma Financial Planning.
What companies has Michael Triggs Dipfa worked for?
Michael Triggs Dipfa has worked for Luma Financial Planning, Firmitas Financial Services, St. James'S Place Wealth Management, Nationwide Building Society, and Lloyds Banking Group.
How can I contact Michael Triggs Dipfa?
You can use AeroLeads to view verified contact signals for Michael Triggs Dipfa at Luma Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Michael Triggs Dipfa attend?
Michael Triggs Dipfa holds Ro1/2/3/4&5 Certificate In Pension Certificate In Mortgage Advice, Financial Planning And Services from Cii.
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