Peter Lunan Dipfa

Managing Director @Bootham Pensions And Investments

York, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2017 — Present

Managing Director @Bootham Pensions And Investments

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York, GB

MD of Bootham Pensions and Investments. Focusing primarily on guidance for company directors and property transactions.Bootham Pensions and Investments is a non regulated Financial Consultancy focused on SSAS Pension and Investment guidance. We primarily work with Day Cooper Day SSAS administrators. Our Key practice specialism is Small Self Administered Schemes (SSAS) specifically for entrepreneur\'s and business owners. This specialism was honed while I worked for a high end SSAS trustee based in London. I feel that excellent customer service with value for clients is a key driver behind any successful business. Working closely with a great team of solicitors, valuers and funding partners both private and institutional gives Bootham the scope to achieve client goals.For more information on Bootham Pensions and Investments visit our website

SKILLS

Event ManagementFinanceInvestmentsBusiness DevelopmentCustomer ServiceManagementPensionsMarketingBusiness StrategyNew Business DevelopmentNegotiationCustomer RelationsRelationship ManagementCoachingUnderwritingEnvionmental PlanningBusiness PlanningAccount ManagementFinancial RiskFinancial ServicesFundingFinancial Advisory

ABOUT PETER LUNAN DIPFA

Managing Director Bootham Pensions and Investments

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Peter Lunan Dipfa — Managing Director at Bootham Pensions And Investments in York, GB | Unifers