Tom Dipple

Chartered Financial Planner at Close Brothers Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Credentials

  • DipPFS
    -

Experience

  • Close Brothers Asset Management
    • United Kingdom
    • Financial Services
    • 500 - 600 Employee
    • Chartered Financial Planner
      • Aug 2021 - Present

  • PMN Financial Management
    • United Kingdom
    • Financial Services
    • Chartered Financial Planner
      • Sep 2013 - Present

      Having now completed the CII Chartered qualification and becoming a fellow of the personal finance society (FPFS), I am providing holistic financial planning to a range of high net worth individuals. I also manage the trading side of client portfolios, investing in a wide range of funds and manually rebalancing. Having now completed the CII Chartered qualification and becoming a fellow of the personal finance society (FPFS), I am providing holistic financial planning to a range of high net worth individuals. I also manage the trading side of client portfolios, investing in a wide range of funds and manually rebalancing.

  • McCue Corporation
    • United States
    • Public Safety
    • 100 - 200 Employee
    • Distribution Centre Sales Executive
      • Sep 2012 - Sep 2013

      Worked with the sales team to market the new product range to the highly competitive distribution centre market and secured large orders over £100k with multiple customers such as John Lewis, Volker Fitzpatrick and Mclaren Group. I was directly involved in customer negotiations with high level buyers.

    • Assistant Project Manager & Estimator
      • Sep 2011 - Sep 2012

      Provided UK wide support for the project management team tasked with delivering large scale safety product installations for multinational supermarkets such as Sainsburys, Waitrose, IKEA and Tesco. I would oversee the process from estimating the price and installation time through till completion.

Education

  • Chartered Insurance Institute
    Fellow of the Personal Finance Society (FPFS)
    2016 - 2017
  • Chartered Insurance Institute
    Chartered Financial Planner
    2013 - 2016
  • Chartered Insurance Institute
    APFS
    2013 - 2016
  • Chartered Insurance Institute
    Certificate in Securities Advice & Dealing
    2015 - 2016
  • Chartered Insurance Institute
    Certificate of Discretionary Investment Management
    2014 - 2015
  • Chartered Insurance Institute
    DipPFS
    2013 - 2015
  • The University of Manchester
    Bachelor of Science (BSc Hons), Business Management
    2008 - 2011
  • Portsmouth Grammar School
    1998 - 2007

Community

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