Simon Lipp

Simon Lipp Email and Phone Number

Chartered Financial Planner, Senior Partner of St. James's Place Wealth Management @ St. James's Place Wealth Management
Simon Lipp's Location
Greater Aberdeen Area, United Kingdom
Simon Lipp's Contact Details

Simon Lipp work email

Simon Lipp personal email

n/a
About Simon Lipp

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

Simon Lipp's Current Company Details
St. James's Place Wealth Management

St. James'S Place Wealth Management

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Chartered Financial Planner, Senior Partner of St. James's Place Wealth Management
Simon Lipp Work Experience Details
  • St. James'S Place Wealth Management
    Senior Partner
    St. James'S Place Wealth Management May 2002 - Present
    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 business owners and professionals and my emphasis is on maintaining a long-term relationship with them and to provide them with a source… Show more 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 business owners and professionals and my emphasis is on maintaining a long-term relationship with them and to provide them with a source of trusted advice as their financial needs evolve over the years. My Services include: Retirement Planning Protection (Life, Critical Illness, Income Protection) Onshore and Offshore Investment Planning Inheritance Tax planning & Long Term Care PlanningI am also a member of the Society of Later Life Advisers. Show less
  • Zurich Financial Services
    Financial Planning Consultant
    Zurich Financial Services Feb 1998 - May 2002
  • Sun Life Of Canada
    Consultant
    Sun Life Of Canada Nov 1996 - Feb 1998
  • Lloyds Tsb
    Savings & Investment Adviser
    Lloyds Tsb May 1991 - Nov 1996

Simon Lipp Skills

Inheritance Tax Planning Pensions Wealth Management Retirement Planning Investments High Net Worth Individuals Protection Retirement Investment Advisory Sipp Critical Illness Income Protection Savings Long Term Care Small Business Wealth

Simon Lipp Education Details

  • Banchory Academy
    Banchory Academy

Frequently Asked Questions about Simon Lipp

What company does Simon Lipp work for?

Simon Lipp works for St. James's Place Wealth Management

What is Simon Lipp's role at the current company?

Simon Lipp's current role is Chartered Financial Planner, Senior Partner of St. James's Place Wealth Management.

What is Simon Lipp's email address?

Simon Lipp's email address is si****@****p.co.uk

What schools did Simon Lipp attend?

Simon Lipp attended Banchory Academy.

What skills is Simon Lipp known for?

Simon Lipp has skills like Inheritance Tax Planning, Pensions, Wealth Management, Retirement Planning, Investments, High Net Worth Individuals, Protection, Retirement, Investment Advisory, Sipp, Critical Illness, Income Protection.

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