Financial Planner@ SP Financial Management Limited
United Kingdom
Antony Dippfs
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FlashIntel GPTAntony Dippfs is a highly motivated and target-driven Financial Services professional with over 20 years of experience. He has a strong background in financial advisory, strategic financial planning, and investment advisory. Antony has worked in various roles, including as a Financial Planner at SP Financial Management Limited and as an Operations Manager at Clicksco. He is skilled in wealth management, insurance, and holistic financial planning. Antony is known for his customer service and team management abilities, and he is committed to building relationships with both organizations and clients. He is based in the United Kingdom.
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About
Highly motivated and target driven Financial Services professional. Always keen to develop my industry knowledge and build upon my relationships and reputation with both organisations and clients.
Work Experience
Financial Planner
Financial Services
Antony Dippfs's Professional Milestones
- Financial Planning Advisor (2006-09-01~2012-09-01): Achieved consistent returns through data-driven analysis and strategic financial planning.
- Service Support Executive (2013-02-01~2013-07-01): Streamlined operations for improved customer satisfaction and retention through effective service support and problem-solving techniques.
Skill
Financial Advisory
Strategic Financial Planning
Investment Advisory
Pensions
Financial Services
Investments
Insurance
Wealth
Holistic Financial Planning
Customer Service
Team Management
Wealth Management
Portfolio Management
Investment Management
Wealth Management Services
Financial Planning
Personal Financial Planning
Certified Financial Planner
Retirement Savings
Personal Pensions
Performance Management
Motivated Self Starter
Teamwork
Relationship Management
Alternative Investments
Savings Accounts
Communication Skills
Retail Banking
Retail Sales
Rdr
Retirement Planning
Cost Savings Strategies
Personal Development
Training Delivery
Commitment To Customer Service
Investment Specialist
Pensions Specialist
Insurance Specialist
Rdr Compliant
Top Producer
Incentive Driven
Certification
Colleagues
Other Named Antony Dippfs
Frequently asked questions
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We found 1 Antony Dippfs's phone numbers
Antony Dippfs's social media include: Linkedin,
Antony Dippfs works for SP Financial Management Limited
Antony Dippfs's role in SP Financial Management Limited is Financial Planner
Antony Dippfs works in the industry of Financial Services
Antony Dippfs's colleagues are Neil Dobson DiP PFS CeMAP Dip,Hayley Oliver,David Brocklesby DipPFS Cert (MP and ER)
Antony Dippfs's latest job experience is Financial Planner at SP Financial Management Limited
