Michael Lee Dippfs

Michael Lee Dippfs Email and Phone Number

Adviser at KWM Wealth Ltd; a Principal Partner Practice of St. James's Place Wealth Management @ KWM Wealth Ltd
Michael Lee Dippfs's Location
London, England, United Kingdom, United Kingdom
Michael Lee Dippfs's Contact Details

Michael Lee Dippfs work email

Michael Lee Dippfs personal email

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About Michael Lee Dippfs

KWM Wealth Ltd (KWM) is a Senior Partner Practice of St. James’s Place Wealth Management. St. James's Place provide KWM Wealth advisers with access to a distinctive global Investment Management proposition, substantial infrastructure support & expertise.KWM Wealth's success has grown through its ethos of offering quality face-to-face wealth management advice & commitment to building trusted & enduring relationships with our clients.KWM Wealth specialises in providing financial advice to sports professionals, in particular professional footballers, having built up an extensive network & reputation over the years. We have a significant knowledge of image rights, PFA schemes & most importantly an understanding of the specific challenges that footballers face.KWM Wealth also specialise working with entrepreneurs, company Directors and investment bankers. All have similar issues in that they have little time to manage their financial affairs effectively & are looking to enhance their wealth to ensure that they can maintain their lifestyle during retirement. Our emphasis is on maintaining long-term relationships with our clients, providing them with a source of trusted advice as their financial needs evolve. If you would like to find out more about the expertise available please contact us and one of our advisers will look forward to offering you informal, friendly & most importantly, invaluable advice.Individuals:- Retirement Planning- Investment Planning- Tax efficiency, use of tax wrappers- Protection against financial risk- Trust, Estate & Inheritance tax planning- Specialist professional footballer financial planningCorporate:- Group Pension Planning (Including Auto Enrolment)- Employee Benefits - Director/Shareholder protection- Corporate Protection- Corporate Investment PlanningThe value of your investment can go down as well as up. You could get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. Trusts and Auto Enrolment are not regulated by the Financial Conduct Authority.

Michael Lee Dippfs's Current Company Details
KWM Wealth Ltd

Kwm Wealth Ltd

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Adviser at KWM Wealth Ltd; a Principal Partner Practice of St. James's Place Wealth Management
Michael Lee Dippfs Work Experience Details
  • Kwm Wealth Ltd
    Adviser
    Kwm Wealth Ltd Sep 2013 - Present
    London, United Kingdom
    KWM Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 02/10/2024
  • Abl Gardeners
    Partner
    Abl Gardeners Jul 2009 - Sep 2013
    London, United Kingdom
    Taking a break from Financial Services, I was a partner in ABL Gardeners, providing landscape gardening services, domestically and commercially in the London area.
  • Citi
    Treasury
    Citi Sep 2005 - Nov 2007
    London, United Kingdom
    Medium Term Note Transactor. Responsibilities included; the issuance of debt (one year and above), both vanilla and structured, hedging of interest rate and currency risk - mainly with cross currency, interest rate and basis swaps and ensuring that vehicles avoided potential liquidity issues in the mid to long term horizon.
  • Citi
    Treasury
    Citi Nov 2000 - Sep 2005
    London, United Kingdom
    Working within the Credit Structures Group, responsibilities included; the issuance of short term debt (one day, through to one year), managing the short term liquidity profile of each investment vehicle, hedging interest rate risk, through the use of Forward Rate Agreements and Swaps and hedging currency risk in the Spot and Forward markets. I was also responsible for managing the daily cash positions of each vehicle.
  • Citi
    Transaction Manager
    Citi May 1999 - Nov 2000
    London, United Kingdom
    Responsibilities included; preparing and checking documentation for the issuance of bonds into the international capital markets, checking and amending documentation received for executed derivative trades (Swaps, FRA’s, FX) and acting as the contact point for all enquiries from capital investors.
  • Jpmorgan Chase
    Corporate Trust Manager
    Jpmorgan Chase Nov 1992 - May 1999
    London
    I worked within the corporate trust department, dealing with the issuance of bonds and Euro Medium Term Notes.

Michael Lee Dippfs Skills

Derivatives Investments Trading Financial Risk Finance Bonds Financial Services Wealth Management Treasury Hedging Investment Management Swaps Portfolio Management Customer Service Business Strategy Negotiation Business Planning Change Management Financial Planning

Michael Lee Dippfs Education Details

Frequently Asked Questions about Michael Lee Dippfs

What company does Michael Lee Dippfs work for?

Michael Lee Dippfs works for Kwm Wealth Ltd

What is Michael Lee Dippfs's role at the current company?

Michael Lee Dippfs's current role is Adviser at KWM Wealth Ltd; a Principal Partner Practice of St. James's Place Wealth Management.

What is Michael Lee Dippfs's email address?

Michael Lee Dippfs's email address is mi****@****sky.com

What schools did Michael Lee Dippfs attend?

Michael Lee Dippfs attended The University Of Manchester, The Latymer School, London.

What skills is Michael Lee Dippfs known for?

Michael Lee Dippfs has skills like Derivatives, Investments, Trading, Financial Risk, Finance, Bonds, Financial Services, Wealth Management, Treasury, Hedging, Investment Management, Swaps.

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