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Kurtis Done Dippfs

Financial Planner at Reflect Financial Limited
Intro Book
Seasoned finance professional with experience in financial planning and wealth management.
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Location
Greater Cheshire West and Chester Area, GB
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Bio

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Kurtis Done Dippfs is a seasoned finance professional with experience in financial planning, wealth management, and IT cybersecurity. He holds a Diploma in Financial Planning and Services from the Chartered Insurance Institute and has worked with prominent companies such as St. James's Place, Lloyds Banking Group, and Atos. He has held various roles including Financial Planner, Wealth Manager, Cloud Engineer, IT cyber security for Lloyds banking group, Information Security Consultant, and Operations Manager.

Experience

  • Reflect Financial Limited
    • Liverpool, England, United Kingdom
    • Financial Planner
      • Jun 2023 - Present
      • Liverpool, England, United Kingdom

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Jun 2023 - Present

      Wealth ManagerThe Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 14/06/2023

    • Trainee Financial Planner
      • Jan 2023 - Jun 2023

    • Associate Partner, St James Place
      • Nov 2022 - Jun 2023

  • Atos
    • Runcorn, England, United Kingdom
    • Cloud Engineer
      • Dec 2020 - Nov 2022
      • Runcorn, England, United Kingdom

  • Lloyds Banking Group
    • IT cyber security for Lloyds banking group
      • Apr 2019 - Jan 2022

  • FDM Group
    • Information Security Consultant
      • Feb 2019 - Jan 2022

  • Infantry
    • Operations Manager
      • Sep 2010 - Jan 2022

Education

  • Chartered Insurance Institute
    Diploma, Financial Planning and Services
  • 2005 - 2010
    Kirkby Sports College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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