Abby Gardner Dipfa

Business Development Executive @Triple Point

Newcastle Upon Tyne, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

Business Development Executive @Triple Point

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London, GB

I work with financial advisers, accountants, solicitors, and their clients across the North East, helping them find smart, tax-efficient ways to grow and protect wealth.I’m passionate about making complex financial planning feel simple and approachable — especially when it comes to areas like estate and inheritance tax planning. My goal is always to make sure clients feel confident that their money is working as hard (and as efficiently) as possible.I mainly focus on:• Supporting high net worth clients with tailored solutions• Estate and inheritance tax planning• Venture Capital Trusts (VCTs)• Fixed rate return bonds and income servicesI really value building long-term relationships based on trust and clear communication — whether that’s helping a professional adviser find the right solution for a client, or simply being a sounding board for ideas.

EDUCATION

2012 — 2014

George Stephenson High School

A level - Geography, Media Studies, English Literature and World Development

2018 — 2019

Northumbria University

Master of Science - MS, Business with Marketing Management

2014 — 2017

Northumbria University

Communication and Public Relations

SKILLS

Customer Service ManagementPublic RelationsPresentationsCharity WorkIllustratorCorporate CommunicationsEvents ManagementIntercultural CommunicationTeamworkCrisis ManagementCommunicationPhotoshopCrisis Communications

ABOUT ABBY GARDNER DIPFA

Business Development Executive at Triple Point Investment Management, DipFA Level 4 qualified

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Abby Gardner Dipfa — Business Development Executive at Triple Point in Newcastle Upon Tyne, GB | Unifers