Terry Ratcliffe Dippfs - Financial Planning And Advice
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Terry Ratcliffe Dippfs - Financial Planning And Advice Email & Phone Number

Financial Planning Specialist at Mutual Financial Management LLP
Location: Stockport, England, United Kingdom 9 work roles 2 schools
1 work email found @sale4wd.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Mutual Financial Management LLP
Role
Financial Planning Specialist
Location
Stockport, England, United Kingdom
Company size
108 employees

Who is Terry Ratcliffe Dippfs - Financial Planning And Advice? Overview

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Terry Ratcliffe Dippfs - Financial Planning And Advice is listed as Financial Planning Specialist at Mutual Financial Management LLP, a with 108 employees, based in Stockport, England, United Kingdom. AeroLeads shows a work email signal at sale4wd.com and a matched LinkedIn profile for Terry Ratcliffe Dippfs - Financial Planning And Advice.

Terry Ratcliffe Dippfs - Financial Planning And Advice previously worked as Independent Financial Advisor at Wren Sterling and Principal of Ratcliffe Wealth Management at Associate Partner Practice Of St. James'S Place Wealth Management. Terry Ratcliffe Dippfs - Financial Planning And Advice holds Nvq2 + 3, Business Administration from Damar Business College.

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Profile bio

About Terry Ratcliffe Dippfs - Financial Planning And Advice

I consider wealth management and financial security to be the provision of personal, face-to-face advice, designed to suit my clients’ individual long-term requirements. Putting clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. Building a strong reputation for sound advice, supported by a real commitment to long term partnerships with the individuals and businesses I support.I aim to help my clients reach their financial goals by offering appropriate advice on an ongoing basis and ensures that all areas of needs are fit for purpose and remain effective in the future, no matter how their circumstances change.Creating and maintaining the right investment strategy plays a vital role in securing your financial future.I can provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.These are uncertain times we live in and ensuring you make the most of the money you have is more important now than ever before. If you have any queries or concerns at the moment then please do not hesitate to generate an enquiry through the website - www.mutualfm.co.uk or call me on 07720 696 410

Listed skills include Solution Selling, Sales Process, B2B, Executive Management, and 20 others.

Current workplace

Terry Ratcliffe Dippfs - Financial Planning And Advice's current company

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Mutual Financial Management LLP
Mutual Financial Management Llp
Financial Planning Specialist
Stockport District, GB
Website
wrensterling.com
Employees
108
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9 roles

Terry Ratcliffe Dippfs - Financial Planning And Advice work experience

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

Independent Financial Advisor

Current
Wren Sterling

Stockport, United Kingdom

Following the successful acquisition of Mutual Financial Management I am part of the Wren Sterling Family predominately involved with providing Financial Planning and Education advice to both individuals, companies, employees and Primary and Secondary pupils.Areas include: Wealth Management, Financial and Retirement Planning, Inheritance and Tax Planning, Group & Individual Pensions, Personal Injury Trust, Post Settlement structuring and Investment, Personal and Business protection

Nov 2019 - Present

Financial Planning Specialist

Current
Mutual Financial Management Llp

Stockport, United Kingdom

At Mutual Financial Management I am predominately involved with providing Wealth Management and Financial Planning advice to both individuals and SME’s.Specialties include: Wealth Management, Financial and Retirement Planning, Inheritance and Tax Planning, Group & Individual Pensions, Personal Injury Trust, Post Settlement structuring and Investment, Personal and Business protection

Nov 2019 - Present

Principal Of Ratcliffe Wealth Management

Associate Partner Practice Of St. James'S Place Wealth Management

Manchester, United Kingdom

St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

Sep 2015 - Oct 2019

Business Development Manager

Sale Forward

Manchester, United Kingdom

As part of the initial set up team, we have grown the business that traditional started out as a telemarketing and lead generation business into a fully integrated sales deployment and execution specialist.Working as part of the management team, I have worked closely with clients to help define and execute their sales strategy working as part of or in parallel to their existing team.Various roles include:Lead GenerationSales Process Definition and ExecutionEvent ManagementExecutive and Strategic EngagementTraining

Nov 2004 - Mar 2016

Business Development Manager

Sales Angel

Manchester, United Kingdom

Jan 2011 - Aug 2015

Business Development

The Sugar Refinery

Stockport, United Kingdom

Lead Generation and Business Development working closing with SugarCRM.Engaging with potential clients to promote SugarCRM and The Sugar Refinery's unique perspective on sales with full implementation and training

Jan 2008 - Sep 2011

Credit Controller

The Compass Group

Birmingham, United Kingdom

Control of Catering Ledger for Government Defence, Local Government Schools and Legal

Jan 2001 - Oct 2004

Credit Controller

Guilbert Ofrex

Stockport, United Kingdom

Firstly joined the business as a credit control junior then was promoted up the ranks to an administrator and then finally a credit controller.Working on a £5 Million covering the Midlands region I had to liase with Sales and Contract staff to ensure that the ledger and invoices were paid up to date.Duties includedDebt CollectionDebt ManagementRaising Credit Note and InvoicesReviews of Debt Collection Performance against targetsAdministration and Query Handling

Jul 1997 - Dec 2000
Team & coworkers

Colleagues at Mutual Financial Management LLP

Other employees you can reach at wrensterling.com. View company contacts for 108 employees →

IR Ian Russell Dippfs Ian Russell Dippfs Colleague at Mutual Financial Management LlpGreater Guildford Area, United Kingdom View → AG Alison Gallacher Alison Gallacher Colleague at Mutual Financial Management LlpCoventry, England, United Kingdom View → OA Owen Armstrong Owen Armstrong Colleague at Mutual Financial Management LlpBelfast Metropolitan Area, United Kingdom View → DY David Yates David Yates Colleague at Mutual Financial Management LlpNottingham, England, United Kingdom View → HF Hope Farr Hope Farr Colleague at Mutual Financial Management LlpNottinghamshire, England, United Kingdom View → SP Sarah Parsley Sarah Parsley Colleague at Mutual Financial Management LlpHadfield, England, United Kingdom View → NG Nicholas Green Nicholas Green Colleague at Mutual Financial Management LlpCrewe, England, United Kingdom View → MN Mark Newton Apfs, Certs Cii (Mp And Er), Ce-Map Mark Newton Apfs, Certs Cii (Mp And Er), Ce-Map Colleague at Mutual Financial Management LlpKeighley, England, United Kingdom View → RD Roger Dickenson Roger Dickenson Colleague at Mutual Financial Management LlpCrewe, England, United Kingdom View → SJ Sandra Jedruszak Sandra Jedruszak Colleague at Mutual Financial Management LlpRoyal Leamington Spa, England, United Kingdom View →
2 education records

Terry Ratcliffe Dippfs - Financial Planning And Advice education

Nvq2 + 3, Business Administration

Damar Business College

Gcse, English, Science, Maths, It, Business Studies, German, Geography

Offerton High School

Activities and Societies: Tennis, Volleyball, Badminton, Prefect.Left high school with 9 GCSE's all of which were grade C and above

FAQ

Frequently asked questions about Terry Ratcliffe Dippfs - Financial Planning And Advice

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

What company does Terry Ratcliffe Dippfs - Financial Planning And Advice work for?

Terry Ratcliffe Dippfs - Financial Planning And Advice works for Mutual Financial Management LLP.

What is Terry Ratcliffe Dippfs - Financial Planning And Advice's role at Mutual Financial Management LLP?

Terry Ratcliffe Dippfs - Financial Planning And Advice is listed as Financial Planning Specialist at Mutual Financial Management LLP.

What is Terry Ratcliffe Dippfs - Financial Planning And Advice's email address?

AeroLeads has found 1 work email signal at @sale4wd.com for Terry Ratcliffe Dippfs - Financial Planning And Advice at Mutual Financial Management LLP.

Where is Terry Ratcliffe Dippfs - Financial Planning And Advice based?

Terry Ratcliffe Dippfs - Financial Planning And Advice is based in Stockport, England, United Kingdom while working with Mutual Financial Management LLP.

What companies has Terry Ratcliffe Dippfs - Financial Planning And Advice worked for?

Terry Ratcliffe Dippfs - Financial Planning And Advice has worked for Mutual Financial Management Llp, Wren Sterling, Associate Partner Practice Of St. James'S Place Wealth Management, Sale Forward, and Sales Angel.

Who are Terry Ratcliffe Dippfs - Financial Planning And Advice's colleagues at Mutual Financial Management LLP?

Terry Ratcliffe Dippfs - Financial Planning And Advice's colleagues at Mutual Financial Management LLP include Ian Russell Dippfs, Alison Gallacher, Owen Armstrong, David Yates, and Hope Farr.

How can I contact Terry Ratcliffe Dippfs - Financial Planning And Advice?

You can use AeroLeads to view verified contact signals for Terry Ratcliffe Dippfs - Financial Planning And Advice at Mutual Financial Management LLP, including work email, phone, and LinkedIn data when available.

What schools did Terry Ratcliffe Dippfs - Financial Planning And Advice attend?

Terry Ratcliffe Dippfs - Financial Planning And Advice holds Nvq2 + 3, Business Administration from Damar Business College.

What skills is Terry Ratcliffe Dippfs - Financial Planning And Advice known for?

Terry Ratcliffe Dippfs - Financial Planning And Advice is listed with skills including Solution Selling, Sales Process, B2B, Executive Management, Key Account Management, Account Management, Sales, and Start Ups.

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