Richard Lee Dipfa Email and Phone Number
Richard Lee Dipfa personal email
- Valid
Having worked in Financial Services for 20 years, I am part of the Tavistock Private Client management team providing technical knowledge and expertise to our advisory team, helping them to deliver a high quality service to their clients. At Tavistock Private Client, our Independent Financial Advisers have been providing financial planning support for decades, building strong relationships to deliver our main aim; client satisfaction. Our client’s best interests are at the heart of everything we do, and we stay focussed on this whilst helping to plan, protect and manage our client's wealth. Working along side professional partners, we seek the right investments, tax solutions to provide an ongoing service our clients can trust, offering a wide range of support for any stage of life. We provide services to individuals, trusts, corporate clients as well as charities
Tavistock Private Client
View- Website:
- tavistockprivateclient.com
- Employees:
- 20
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Head Of Research And ParaplanningTavistock Private ClientCambridge, Cambridgeshire, United Kingdom -
Head Of Research & ParaplanningTavistock Private Client Jun 2017 - Present -
Senior Financial AdviserTees Financial Jun 2013 - May 2017Cambridge, United Kingdom
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Wealth ManagerClydesdale Bank Mar 2011 - May 2013
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Financial Planning ConsultantRichmond House Financial Services Ltd Dec 2010 - Mar 2011 -
IfaLee Associates Nov 2002 - Dec 2010
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TelemarketerMortgage Advice Services May 2001 - Nov 2002
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Assistant Bar ManagerCrowne Plaza Cambridge Sep 1998 - May 2000
Richard Lee Dipfa Skills
Richard Lee Dipfa Education Details
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Hills Road Sixth Form College
Frequently Asked Questions about Richard Lee Dipfa
What company does Richard Lee Dipfa work for?
Richard Lee Dipfa works for Tavistock Private Client
What is Richard Lee Dipfa's role at the current company?
Richard Lee Dipfa's current role is Head of Research and Paraplanning.
What is Richard Lee Dipfa's email address?
Richard Lee Dipfa's email address is rl****@****ail.com
What schools did Richard Lee Dipfa attend?
Richard Lee Dipfa attended Hills Road Sixth Form College.
What skills is Richard Lee Dipfa known for?
Richard Lee Dipfa has skills like Financial Planning, Strategic Financial Planning, Financial Advisory, Income Protection, Wealth, Portfolio Management, Finance, Banking, Wealth Management, Retirement Planning, Retirement, Inheritance Tax Planning.
Who are Richard Lee Dipfa's colleagues?
Richard Lee Dipfa's colleagues are Kevin Farrell.
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