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Simon Lipp is listed as Chartered Financial Planner, Senior Partner of St. James's Place Wealth Management at St. James's Place Wealth Management, based in Greater Aberdeen Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at sjpp.co.uk and a matched LinkedIn profile for Simon Lipp.
Simon Lipp previously worked as Senior Partner at St. James'S Place Wealth Management and Financial Planning Consultant at Zurich Financial Services. Simon Lipp studied at Banchory Academy.
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Experienced Chartered Financial Planner, focused on ensuring that clients have sufficient wealth to meet their lifetime objectives and goals. I am skilled in Retirement Planning, Inheritance Tax Planning, Investment Planning and the very specialised areas of Later Life and Long Term Care advice.The Partner 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 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.SJP approved 10/11/2022
Listed skills include Inheritance Tax Planning, Pensions, Wealth Management, Retirement Planning, and 12 others.
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As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. My clients are predominantly.
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Simon Lipp works for St. James's Place Wealth Management.
Simon Lipp is listed as Chartered Financial Planner, Senior Partner of St. James's Place Wealth Management at St. James's Place Wealth Management.
AeroLeads has found 1 work email signal at @sjpp.co.uk for Simon Lipp at St. James's Place Wealth Management.
Simon Lipp is based in Greater Aberdeen Area, United Kingdom, United Kingdom while working with St. James's Place Wealth Management.
Simon Lipp has worked for St. James'S Place Wealth Management, Zurich Financial Services, Sun Life Of Canada, and Lloyds Tsb.
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Simon Lipp studied at Banchory Academy.
Simon Lipp is listed with skills including Inheritance Tax Planning, Pensions, Wealth Management, Retirement Planning, Investments, High Net Worth Individuals, Protection, and Retirement.
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