Client Manager (Financial Adviser) at atomos wealth
England, United Kingdom
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Summary
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Senior
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Top School
David Dipfa is a client-focused financial adviser with 11 years of experience across retail and commercial banking and wealth management, currently serving as Client Manager at atomos wealth. He has progressed from branch management at Nationwide through commercial banking at Lloyds to advisory and client engagement roles at Schroders and Wealthtime, blending hands-on client service with technical financial qualifications (CeMAP, CeRER, DipFA). Known for translating complex financial concepts into practical plans, he prioritizes long-term client outcomes and financial literacy. Based in England, he brings proven relationship-building skills across personal and business clients and a track record of stepping into roles that bridge operational delivery and strategic advice.
Contributions:40 commits, 6 PRs, 14 pushes in 27 days
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