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Charlotte Dippfs
Operations Director at Fleet Street Wealth
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Work Experience
Operations Director
Nov 2012 - Present · 12 years and 2 months
weston cummins
Head Of Paraplanning
Oct 2008 - Nov 2012 · 4 years and 1 months
lighthouse
Paraplanner
Jun 2007 - Oct 2008 · 1 years and 4 months
Company Details
11-50 Employees
Fleet Street Wealth is a Chartered, independent, fee-based wealth management firm focused on providing independent, well researched and bespoke advice to individuals, companies, trustees and charitable bodies. We are proud to be a Chartered firm as it means that we have achieved the highest standards of professionalism. We help bring structure, analytical rigour and oversight to firms and individuals alike and remove the burden of administration, all of which helps to give you peace of mind. Our business is about people; our clients, our employees and those that work in our profession. We have strived hard to build the reputation we now enjoy but we recognise that this will only continue whilst we put our clients first, observe the highest ethical standards and act with integrity at all times. We recognise that placing the management of your monies in the hands of another requires a great deal of trust. As a result, we take great care in whom we recruit, selecting highly analytical, interrogative and intuitive individuals who together contribute to a market leading firm with a clear sense of prioritising the interests of clients within a strong values led culture.
Year Founded
2012
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
High Holborn 322 London, England WC1V 7PB, GB
Keywords
Independent financial advicewealth managementcash flow planningpension planningestate planning
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