Owen Gawith Dippfs, Lm

Owen Gawith Dippfs, Lm Email and Phone Number

Helping Health& Social Care Professionals and Business Owners to protect and enhance their wealth. @
Owen Gawith Dippfs, Lm's Location
Belfast Metropolitan Area, United Kingdom
Owen Gawith Dippfs, Lm's Contact Details

Owen Gawith Dippfs, Lm work email

Owen Gawith Dippfs, Lm personal email

n/a
About Owen Gawith Dippfs, Lm

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.

Owen Gawith Dippfs, Lm's Current Company Details
PFP Wealth Ltd. Partner Practice of St. James’s Place Wealth Management

Pfp Wealth Ltd. Partner Practice Of St. James’S Place Wealth Management

Helping Health& Social Care Professionals and Business Owners to protect and enhance their wealth.
Owen Gawith Dippfs, Lm Work Experience Details
  • Pfp Wealth Ltd. Partner Practice Of St. James’S Place Wealth Management
    Financial Adviser
    Pfp Wealth Ltd. Partner Practice Of St. James’S Place Wealth Management Apr 2014 - Present
    Moira, County Armagh
    Sound 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
  • Pfptime (Ifa) Ltd
    Ifa
    Pfptime (Ifa) Ltd Jul 2012 - Apr 2014
    Northern Ireland
    PFPtime was a national IFA which formed the basis of PFP Wealth Ltd, the company I am still with now.
  • Sage Financial Services
    Independent Financial Adviser
    Sage Financial Services Oct 2000 - Jul 2012
    Northern Ireland
  • Lincoln Financial Group
    Financial Adviser
    Lincoln Financial Group Sep 1992 - Oct 2000
  • Sun Life
    Financial Adviser
    Sun Life Aug 1991 - Aug 1992
    Belfast, United Kingdom
  • Provident Mutual Insurance
    Financial Adviser
    Provident Mutual Insurance Jul 1986 - Jul 1991
    Manchester & Belfast
  • Various
    Materials Buyer/Purchasing Manager
    Various Jul 1979 - Jul 1986
    Went 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

Pensions Investments Retirement Financial Advisory Wealth Management Income Protection Critical Illness Retirement Planning Financial Services Wealth Protection Investment Advisory Life Insurance Financial Advice Strategic Financial Planning Estate Planning Insurance Employee Benefits Fixed Annuities Financial Planning Drawdown

Owen Gawith Dippfs, Lm Education Details

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.

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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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