Neil DipFA - Email & Phone Number

Chartered Financial Planner at Wills & Trusts Wealth Management Group

Neil DipFA is based out of Cleeve Hill, England, United Kingdom and works at Wills & Trusts Wealth Management Group as Chartered Financial Planner.

Neil DipFA's Contact Information

Neil DipFA's Work email

n*****@willsa***.com

Valid

Latest update

January 23, 2024

Location

Cleeve Hill, England, United Kingdom

Neil's current employer

Wills & Trusts Wealth Management Group

Description

We are a Chartered firm of financial planners combining legal, investment, estate planning services for managing, growing & enjoying ever...

Website

willsandtrustswealth.com

HQ Location

Thame, Oxfordshire, United Kingdom

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Wills & Trusts Wealth Management Group

Frequent questions about Neil DipFA

What company is Neil DipFA working for?

Neil DipFA works for Wills & Trusts Wealth Management Group.

What is Neil DipFA's function at Wills & Trusts Wealth Management Group?

Neil DipFA is Chartered Financial Planner at Wills & Trusts Wealth Management Group.

Where is Neil DipFA based?

Neil DipFA is based out of Cleeve Hill, England, United Kingdom.

What is Neil DipFA's work email address?

Neil DipFA's professional email address is n*****@willsa***.com

Who are Neil DipFA's co-workers?

Neil DipFA's colleagues are David Batchelor, Lian O'shea, Adam Baker, Nadine Jayes, Lorna Harnby, Paula O'Reilly, Rachel Dow, Rebecca Howard, Martin Doughty, Sunny Dip.., Lisa McBrearty, Sophie Cisler, Charlotte Taheri, Sarah Hope, Lynne Jones, Alicia Collins, EJ New, Rachel Phillips, Michael Bennett, Lee Humphrey, Emma Backwell, Stuart Payne, Julia Marron, Amy Deventer, Jonathan Anderson, Dean Hobbs, Danielle Larkin, Carol Starkey, Alison Parker, Jonathan Rayner, Matthew Jones, Sam Lewens, Andrea Laister, Hannah CIPD, Henry Coleman.

Neil's co-workers

David Batchelor

Founder & Managing Director

Lian O'shea

Head of Compliance & Client Services

Adam Baker

Head of Client Services

Nadine Jayes

Head of Legal

Lorna Harnby

Head of Sustainable Investing

Paula O'Reilly

Head Of Operations

Rachel Dow

Head Of Human Resources

Rebecca Howard

Financial Controller

Martin Doughty

Training & Competence Manager

Solicitor and Chartered Legal Executive

Senior Compliance Assistant

EJ New

Credit Controller

Rachel Phillips

Certified Financial Planner

Chief Operating Officer

Julia Marron

Business/Data Analyst

Amy Deventer

Events planner

Jonathan Anderson

Technical Team Leader

Dean Hobbs

Regional Adviser Manager

Danielle Larkin

Senior Financial Administrator

Carol Starkey

Discretionary Investment Manager

Alison Parker

Chartered Financial Planner

Human Resources Adviser

Henry Coleman

Financial Controller

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