Sam Tree Dippfs
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Sam Tree Dippfs Email & Phone Number

Private Wealth Consultant at Lansdown Place Wealth Management Ltd.
Location: Weston-Super-Mare, England, United Kingdom 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Lansdown Place Wealth Management Ltd.
Role
Private Wealth Consultant
Location
Weston-Super-Mare, England, United Kingdom
Company size
24 employees

Who is Sam Tree Dippfs? Overview

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Quick answer

Sam Tree Dippfs is listed as Private Wealth Consultant at Lansdown Place Wealth Management Ltd., a with 24 employees, based in Weston-Super-Mare, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Tree Dippfs.

Sam Tree Dippfs previously worked as Personal Wealth Adviser at Schroders Personal Wealth and Private Banking and Advice Manager at Lloyds Bank Private Banking. Sam Tree Dippfs holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.

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Email format at Lansdown Place Wealth Management Ltd.

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Lansdown Place Wealth Management Ltd.

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Profile bio

About Sam Tree Dippfs

I provide my clients and their families with peace of mind by offering tailored financial advice. This all starts with a conversation about you, your personal circumstances and ambitions. I am a Level 4 qualified Financial Adviser with 6 years experience of advising. I have 16 years experience within the financial services industry.I live in Weston-super-Mare having grown up in Clevedon and so I know the area well. In recent years I’ve developed a passion for landscape photography and together with my two Cocker Spaniels enjoy nothing more than exploring the local countryside. My fiancée has a stunning horse and together we really enjoy showing and dressage events in the West Country.Lansdown Place Wealth Management 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). SJP Approved 27/11/2024

Current workplace

Sam Tree Dippfs's current company

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Lansdown Place Wealth Management Ltd.
Lansdown Place Wealth Management Ltd.
Private Wealth Consultant
clifton, bristol, united kingdom
Website
lansdownplace.co.uk
Employees
24
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7 roles

Sam Tree Dippfs work experience

A career timeline built from the work history available for this profile.

Pension Administrator (Income Drawdown)

Clerical Medical

Bristol, England, United Kingdom

Sep 2007 - Apr 2012

Pension Administrator

Clerical Medical

Bristol, England, United Kingdom

Sep 2005 - Sep 2007
Team & coworkers

Colleagues at Lansdown Place Wealth Management Ltd.

Other employees you can reach at lansdownplace.co.uk. View company contacts for 24 employees →

SB Stephen Brice Stephen Brice Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom View → CB Callum Broom Callum Broom Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom View → CL Chris Lawson Chris Lawson Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom View → DF Damon Fox Damon Fox Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom View → WS William Smith Dippfs William Smith Dippfs Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom View → AD Andrew Drage Ba (Hons) Dippfs Andrew Drage Ba (Hons) Dippfs Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom View → AC Amy Clarke Amy Clarke Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom View → JW Jewayne Walker Jewayne Walker Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom View → RH Rachel Hall Rachel Hall Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom View → KA Kingsley Allen Kingsley Allen Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom View →
2 education records

Sam Tree Dippfs education

Diploma In Regulated Financial Planning

Chartered Insurance Institute

Activities and Societies: R01 - R06, CF8 Long Term Care, ER1 Equity Release

Education record

Clevedon Community School
FAQ

Frequently asked questions about Sam Tree Dippfs

Quick answers generated from the profile data available on this page.

What company does Sam Tree Dippfs work for?

Sam Tree Dippfs works for Lansdown Place Wealth Management Ltd..

What is Sam Tree Dippfs's role at Lansdown Place Wealth Management Ltd.?

Sam Tree Dippfs is listed as Private Wealth Consultant at Lansdown Place Wealth Management Ltd..

Where is Sam Tree Dippfs based?

Sam Tree Dippfs is based in Weston-Super-Mare, England, United Kingdom while working with Lansdown Place Wealth Management Ltd..

What companies has Sam Tree Dippfs worked for?

Sam Tree Dippfs has worked for Lansdown Place Wealth Management Ltd., Schroders Personal Wealth, Lloyds Bank Private Banking, and Clerical Medical.

Who are Sam Tree Dippfs's colleagues at Lansdown Place Wealth Management Ltd.?

Sam Tree Dippfs's colleagues at Lansdown Place Wealth Management Ltd. include Stephen Brice, Callum Broom, Chris Lawson, Damon Fox, and William Smith Dippfs.

How can I contact Sam Tree Dippfs?

You can use AeroLeads to view verified contact signals for Sam Tree Dippfs at Lansdown Place Wealth Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Sam Tree Dippfs attend?

Sam Tree Dippfs holds Diploma In Regulated Financial Planning from Chartered Insurance Institute.

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