Medical Doctor@ Montpellier Asset Management Limited
Cheltenham, Gloucestershire, United Kingdom
Simon Dippfs
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FlashIntel GPTSimon Dippfs is an Independent Fee based Investment Consultant with over 20 years of experience. He is currently using cutting-edge investment software to view your portfolios 24/7 and more through PC and iPad applications. Simon specializes in moving profits from businesses, IHT & CGT planning, Wealth Management, and Pension consolidation. He has worked at Montpellier Asset Management Limited as a Medical Doctor and Owner, and has extensive experience in investment advisory roles. Simon is based in Cheltenham, United Kingdom.
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About
Independent Fee based Investment Consultant with over 20 years experience,currently using cutting edge investment software that enables you to view your portfolios 24/7 and much more via PC & ipad applications.A modern Model Portfolio approach to investing with mainly passive investments as core holdings with the alpha returns delivered by a selected range of active funds. Specialties: Moving profits from your business,IHT & CGT planning,Wealth Management,Pension consolidation.
Work Experience
Medical Doctor
Owner
Investment Management
Simon Dippfs's Professional Milestones
- Owner (2000-11-01~2010-11-01): Achieved record-breaking sales numbers through effective business negotiation and strategic marketing initiatives.
- Medical Doctor (2010-11-01~): Providing personalized healthcare solutions to patients and providing personalized treatment plans.
Skill
Wealth Management
Pensions
Investments
Asset Managment
Portfolio Management
Project Planning
Retirement Planning
Strategic Financial Planning
Estate Planning
Alternative Investments
Tax
Trusts
Wealth
High Net Worth Individuals
Inheritance Tax Planning
Financial Advisory
Financial Planning
Asset Management
Certification
Colleagues
Ian Vasey
ifa offering financial planning led holistic advice
Chris Riddell BA(Hons) DipPFS
independent financial adviser | wealth manager at montpellier asset management limited
Gemma Knight
Paraplanner
Deborah Harwood
Paraplanner
William Gregory Dip PFS Cert CII (MP)
wealth manager at montpellier asset management cheltenham
Other Named Simon Dippfs
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Simon Dippfs's social media include: Linkedin,
Simon Dippfs works for Montpellier Asset Management Limited
Simon Dippfs's role in Montpellier Asset Management Limited is Medical Doctor
Simon Dippfs works in the industry of Investment Management
Simon Dippfs's colleagues are Ian Vasey,Chris Riddell BA(Hons) DipPFS,Gemma Knight
Simon Dippfs's latest job experience is Medical Doctor at Montpellier Asset Management Limited
