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Jake DipFA

Associate Financial Planner at Tilney Smith & Williamson

Jake DipFA is an accomplished professional with a strong background in financial planning and services.

He holds a Diploma in Financial Advice from The London Institute of Banking & Finance and has also studied R05 in Financial Planning and Services at the Chartered Insurance Institute.

Jake DipFA began his career as a Junior Broker at Advance Wealth and has gained valuable experience working in various roles such as Specialist Sales Executive at One Answer Insurance, Legal Recruitment Consultant at Lawson Clark Recruitment, and Financial Protection Adviser at Drewberry™.

Currently, he serves as an Associate Financial Planner at Tilney Smith & Williamson, where he utilizes his expertise in financial advisory to help clients achieve their financial goals.

With a solid educational foundation and diverse work experience, Jake DipFA is a professional known for his dedication to improving the financial wellbeing of individuals and providing top-notch financial advice and services.

His journey from Bexhill High School to becoming a seasoned financial professional showcases his commitment to continuous growth and excellence in the field.

Jake DipFA's career highlights a progressive path in the financial industry, demonstrating his ability to adapt to different roles and excel in each opportunity.

His tenure in various organizations has equipped him with a wealth of knowledge and skills that enable him to deliver comprehensive financial solutions to his clients.

Jake DipFA's current role at Tilney Smith & Williamson reflects his passion for financial planning and his commitment to delivering exceptional service in the industry.

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Location

Haywards Heath, England, United Kingdom