Richard Lee Dipfa

Richard Lee Dipfa Email and Phone Number

Head of Research and Paraplanning @ Tavistock Private Client
Cambridge, Cambridgeshire, United Kingdom
Richard Lee Dipfa's Location
Greater Cambridge Area, United Kingdom
Richard Lee Dipfa's Contact Details

Richard Lee Dipfa personal email

About Richard Lee Dipfa

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

Richard Lee Dipfa's Current Company Details
Tavistock Private Client

Tavistock Private Client

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Head of Research and Paraplanning
Cambridge, Cambridgeshire, United Kingdom
Employees:
20
Richard Lee Dipfa Work Experience Details
  • Tavistock Private Client
    Head Of Research And Paraplanning
    Tavistock Private Client
    Cambridge, Cambridgeshire, United Kingdom
  • Tavistock Private Client
    Head Of Research & Paraplanning
    Tavistock Private Client Jun 2017 - Present
  • Tees Financial
    Senior Financial Adviser
    Tees Financial Jun 2013 - May 2017
    Cambridge, United Kingdom
  • Clydesdale Bank
    Wealth Manager
    Clydesdale Bank Mar 2011 - May 2013
  • Richmond House Financial Services Ltd
    Financial Planning Consultant
    Richmond House Financial Services Ltd Dec 2010 - Mar 2011
  • Lee Associates
    Ifa
    Lee Associates Nov 2002 - Dec 2010
  • Mortgage Advice Services
    Telemarketer
    Mortgage Advice Services May 2001 - Nov 2002
  • Crowne Plaza Cambridge
    Assistant Bar Manager
    Crowne Plaza Cambridge Sep 1998 - May 2000

Richard Lee Dipfa Skills

Financial Planning Strategic Financial Planning Financial Advisory Income Protection Wealth Portfolio Management Finance Banking Wealth Management Retirement Planning Retirement Inheritance Tax Planning Tax Pensions Commercial Lending

Richard Lee Dipfa Education Details

  • Hills Road Sixth Form College
    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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