Owen Gawith Dippfs, Lm work email
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Owen Gawith Dippfs, Lm personal email
Thank you for viewing my profile. Having spent over 30 years in the financial services sector, I have accumulated considerable experience in helping both local Health & Social Care Trust professionals and SME owners protect and enhance their wealth. As a financial adviser with PFP Wealth, my aim is to provide a highly professional wealth management service; working with my clients over the long term, creating a specific and detailed financial plan tailored to their professional and personal goals. The areas of planning in which I help and advise clients include:* Tax Efficient Savings & Investment Planning* Tax Efficient Pension & Retirement Planning* Intergenerational Wealth Distribution, Inheritance Tax & Estate Planning* Personal Income & Insurance Planning, including Income Protection & Mortgage ProtectionI provide holistic wealth management services to the following clients:* General Practitioner & Locum Doctors* Hospital Doctors & Consultants* Dentists* Nurses & Midwives* Professional, Technical & Allied Health Workers* Social Workers* Trust Co-Directors, Directors & ExecutivesOutwith HSC, I provide services to:* SME Owners & Directors* Company Directors & Shareholders* HNW EmployeesIf you have a particular financial issue which concerns you, please contact me for further information on 07736 408250 or email me at owen.gawith@sjpp.co.uk PFP 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). The term 'Partner Practice' is the marketing term used to describe St James's Place representatives.
Pfp Wealth Ltd. Partner Practice Of St. James’S Place Wealth Management
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Financial AdviserPfp Wealth Ltd. Partner Practice Of St. James’S Place Wealth Management Apr 2014 - PresentMoira, County ArmaghSound financial advice based on a simple principle: You should be closer to your financial goals after working with me than you were before.The wealth management service I offer to individuals and businesses includes help & advice on key areas including:Investment Planning, corporate & individualTax PlanningIHT MitigationTrust Planning Retirement PlanningAspects of Business Exit strategies Succession PlanningShareholder and Partnership ProtectionFinancial Planning for Doctors & Dentists, including income protection for both NHS & private earnings.Trusts are not regulated by the Financial Conduct Authority
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IfaPfptime (Ifa) Ltd Jul 2012 - Apr 2014Northern IrelandPFPtime was a national IFA which formed the basis of PFP Wealth Ltd, the company I am still with now. -
Independent Financial AdviserSage Financial Services Oct 2000 - Jul 2012Northern Ireland
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Financial AdviserLincoln Financial Group Sep 1992 - Oct 2000 -
Financial AdviserSun Life Aug 1991 - Aug 1992Belfast, United Kingdom
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Financial AdviserProvident Mutual Insurance Jul 1986 - Jul 1991Manchester & Belfast -
Materials Buyer/Purchasing ManagerVarious Jul 1979 - Jul 1986Went from graduate trainee dogsbody sourcing sheet steel and copper bars for telephone exchanges to purchasing & materials manager obtaining minuscule components on a just-in-time basis for what was then billed as 'the smallest cell phone in the world'.
Owen Gawith Dippfs, Lm Skills
Owen Gawith Dippfs, Lm Education Details
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European Studies
Frequently Asked Questions about Owen Gawith Dippfs, Lm
What company does Owen Gawith Dippfs, Lm work for?
Owen Gawith Dippfs, Lm works for Pfp Wealth Ltd. Partner Practice Of St. James’s Place Wealth Management
What is Owen Gawith Dippfs, Lm's role at the current company?
Owen Gawith Dippfs, Lm's current role is Helping Health& Social Care Professionals and Business Owners to protect and enhance their wealth..
What is Owen Gawith Dippfs, Lm's email address?
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What schools did Owen Gawith Dippfs, Lm attend?
Owen Gawith Dippfs, Lm attended The University Of Manchester.
What skills is Owen Gawith Dippfs, Lm known for?
Owen Gawith Dippfs, Lm has skills like Pensions, Investments, Retirement, Financial Advisory, Wealth Management, Income Protection, Critical Illness, Retirement Planning, Financial Services, Wealth, Protection, Investment Advisory.
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