Ross Clifford Dipfa Email and Phone Number
I'm a certified Financial Adviser and the Director of Clifford Wealth Management Limited.I help people achieve financial security through providing expert advice on a wide range of financial planning areas, including: estate planning, insurance & protection, savings & investments and pensions & retirement planning.I pride myself on building relationships with clients through spending time understanding their circumstances, goals and needs. I coach my clients on ways to manage and protect their money to help meet their financial goals. I provide tailored financial planning arrangements to ensure my clients are adequately provided for in the short, medium and long term. I help make complex matters seem simple by educating clients on all their options and building a suitable financial plan to help them achieve financial freedom. I provide straight talking advice, simplifying the planning process ensuring clients understand every step which allows me to provide the most suitable outcome to meet their needs.If I can be of any assistance please feel free to contact me at ross.clifford@mandg.com or 07976755429. www.mandgwealth.com/cliffordwealthmanagementClifford Wealth Management Ltd is a partner of M&G Wealth Advice. Clifford Wealth Management Ltd advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
Clifford Wealth Management Limited
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DirectorClifford Wealth Management Limited Mar 2021 - Present -
PartnerPrudential Uk Apr 2018 - Feb 2021Swindon, United Kingdom -
Financial Planning ManagerNationwide Building Society Apr 2016 - Apr 2018 -
Customer Service ManagerNationwide Building Society Nov 2014 - Apr 2016Newbury, Berkshire, United Kingdom -
Personal Banking ManagerNationwide Building Society May 2012 - Nov 2014Swindon, United KingdomMy job was the fundamental role within the branch network for generating business and increasing Nationwide’s market share on: current accounts, credit cards, personal loans and savings. I thrived from the competitive nature of the role as I pride myself on building trusted relations with clients through helping them identify ways in which I can help save and make them money through Nationwide's market leading range of products and services. As a PBM I was extremely successful, working in Nationwide’s flagship branch in the heart of Swindon which is seen as a hub for all to come and see - a real centre of excellence. Through my dedication and passion to be the best in everything I do I was regarded as one of the best in the business, holding the number 1 position nationally for over 12 months and consistently being top 5 throughout my time in the role. I won many awards for my performance, excelling in my role month after month with a strong belief that better never stops. I received recognition from our CEO at the time which still is my most memorable accolade, along with being part of the Swindon team who went to Nationwide’s annual awards for branch of the year. -
Customer AdvisorNationwide Building Society Mar 2010 - May 2012
Ross Clifford Dipfa Education Details
Frequently Asked Questions about Ross Clifford Dipfa
What company does Ross Clifford Dipfa work for?
Ross Clifford Dipfa works for Clifford Wealth Management Limited
What is Ross Clifford Dipfa's role at the current company?
Ross Clifford Dipfa's current role is Financial Adviser of the Year 2023 for M&G Wealth Advice / Maximising Wealth & Minimising Worry - Your Trusted Partner for Financial Well-Being.
What schools did Ross Clifford Dipfa attend?
Ross Clifford Dipfa attended The London Institute Of Banking & Finance.
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