Expertise
- investment planning
- Investment
- Pensions
- family protection
- ISA's
- Retirement Planning
- Business Protection
- Critical illness cover
- Life Insurance
- Income Protection
- Unit trusts
- Wealth Management
- wealth preservation
Summary
As a Associate Partner Practice of St. James’s Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I have worked in financial services for over 15 years and provide broad based advice, mainly to directors, entrepreneurs and professionals helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.dipentannawm.co.uk.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances.
Dipen Tanna Wealth Management 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Experience
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Dipen Tanna Wealth Management
Principal
- Current
Education History
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Economics
University of Liverpool
2000 - 2003
Qualifications
Diploma in Financial Planning
Certificate in Mortgage Advice
