Nicholas Oliver Dipfa (certcii)
I am a customer focused Independent Financial Adviser at AFH Wealth Management and have continued to study over... | Swadlincote, Swadlincote, United Kingdom
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Nicholas Oliver Dipfa (certcii)’s Emails ni****@af****.com
Nicholas Oliver Dipfa (certcii)’s Phone Numbers No phone number available.
Social Media
Nicholas Oliver Dipfa (certcii)’s Location Swadlincote, Swadlincote, United Kingdom
Nicholas Oliver Dipfa (certcii)’s Expertise I am a customer focused Independent Financial Adviser at AFH Wealth Management and have continued to study over the years to become diploma qualified for financial advice via The London Institute of Banking and finance or (IFS) and continued study in specialist areas through the Chartered Insurance Institute (CII). With over 25 years’ experience within the financial services sector with expertise in Savings and Investments, Inheritance Tax planning, Pensions, Protection both business and personal. I am passionate about helping my clients and their families realise their financial goals. Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy walking in all around the UK and spending time with my family. To arrange an informal, no obligation meeting, contact me on [email protected].
Nicholas Oliver Dipfa (certcii)’s Current Industry AFH Wealth Management
Nicholas
Oliver Dipfa (certcii)’s Prior Industry
Barlow Fastners
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NatWest
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Pearl Assurance ltd
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Aviva plc
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HBOS
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AXA Wealth
|
Lloyds Banking Group
|
HSBC Retail Banking and Wealth Management
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Aviva
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AFH Wealth Management
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Work Experience
AFH Wealth Management
Independent Financial Advisor
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Aviva
Financial Advisor
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
HSBC Retail Banking and Wealth Management
Premier Relationship Manager
Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Lloyds Banking Group
Financial Consultant
Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
AXA Wealth
Financial Planning Manager
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
HBOS
Senior Personal Financial Adviser
Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Aviva plc
Financial Consultant
Sun Jul 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Pearl Assurance ltd
Area Manager
Thu Sep 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
NatWest
CSO
Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)
Barlow Fastners
Assistant Buyer
Tue Jan 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Nicholas Oliver Dipfa (certcii) Email Addresses
FAQ About Nicholas Oliver Dipfa (certcii)
-
Nicholas Oliver Dipfa (certcii) is located at
Swadlincote, Swadlincote, United Kingdom -
Nicholas Oliver Dipfa (certcii) is a
I am a customer focused Independent Financial Adviser at AFH Wealth Management and have continued to study over the years to become diploma qualified for financial advice via The London Institute of Banking and finance or (IFS) and continued study in specialist areas through the Chartered Insurance Institute (CII). With over 25 years’ experience within the financial services sector with expertise in Savings and Investments, Inheritance Tax planning, Pensions, Protection both business and personal. I am passionate about helping my clients and their families realise their financial goals. Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy walking in all around the UK and spending time with my family. To arrange an informal, no obligation meeting, contact me on [email protected]. AFH Wealth Management -
Nicholas Oliver Dipfa (certcii) currently works in the
AFH Wealth Management -
Nicholas Oliver Dipfa (certcii) specializes in
I am a customer focused Independent Financial Adviser at AFH Wealth Management and have continued to study over the years to become diploma qualified for financial advice via The London Institute of Banking and finance or (IFS) and continued study in specialist areas through the Chartered Insurance Institute (CII). With over 25 years’ experience within the financial services sector with expertise in Savings and Investments, Inheritance Tax planning, Pensions, Protection both business and personal. I am passionate about helping my clients and their families realise their financial goals. Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy walking in all around the UK and spending time with my family. To arrange an informal, no obligation meeting, contact me on [email protected]. -
Nicholas Oliver Dipfa (certcii) speaks the following languages:
No languages available. -
Nicholas Oliver Dipfa (certcii) has prior experience in the following industries:
AFH Wealth Management , Aviva , HSBC Retail Banking and Wealth Management , Lloyds Banking Group , AXA Wealth , HBOS , Aviva plc , Pearl Assurance ltd , NatWest , Barlow Fastners -
Nicholas Oliver Dipfa (certcii) has the following professional experience:
AFH Wealth Management , Aviva , HSBC Retail Banking and Wealth Management , Lloyds Banking Group , AXA Wealth , HBOS , Aviva plc , Pearl Assurance ltd , NatWest , Barlow Fastners . -
You can view Nicholas Oliver Dipfa (certcii)’s
LinkedIn profile at LinkedIn URL. -
Nicholas Oliver Dipfa (certcii)’s work email addresses are
[email protected] . -
Nicholas Oliver Dipfa (certcii) works at
AFH Wealth Management
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