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John Williams Dippfs

Business Development Manager at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/succession-wealth">Succession Wealth</a>
Intro Book
John Williams Dippfs is a seasoned financial expert with 25 years of experience in investments, wealth management, and financial planning, holding a degree from Caernarfon Grammar School and Welsh College of Music and Drama.
  • Claim this Profile
Location
Greater Plymouth Area, GB
Languages
  • English Native or bilingual proficiency
  • Welsh Native or bilingual proficiency
Skills
  • Investments
  • Retirement
  • Retirement Planning
  • Financial Planning
  • Investment Strategies
  • Show all
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Credentials

  • Diploma in Financial Advice(DipPFS)
    The Personal Finance Society
    Sep, 2012
    - May, 2026

Experience

  • Succession Wealth
    • United Kingdom
    • Financial Services
    • 500 - 600 Employee
    • Business Development Manager
      • Sep 2016 - Oct 2019

      Expanding existing Succession Financial Management proposition, a division of Succession Group Ltd, and exploring and developing key strategic partnerships to open up new business opportunities for the division.

    • Adviser Manager South
      • Feb 2014 - Sep 2016

      Sales Management of In house Financial Advisers supporting firms within the larger Succession Group Limited

  • WestPoint Financial Consultants Ltd
    • Plymouth, United Kingdom
    • Independent Financial Planner
      • Jun 2006 - Jun 2013
      • Plymouth, United Kingdom

      Self employed adviser

  • John Williams (Brokers) Ltd
    • Owner
      • Feb 2002 - Jun 2006

      Created my own mortgage brokerage

  • Cheltenahm & Gloucester
    • Branch Manager
      • Oct 1987 - Feb 2002

      Sales and staff management as well as overseeing compliant processes.

Education

  • 1971 - 1973
    Welsh College of Music and Drama
  • 1964 - 1971
    Caernarfon Grammar School

Suggested Services

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Industry Focus. “Financial Services”

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