Dimitri Philippidis

Chartered Wealth Planner


Advanced Diploma in Financial Planning

Associateship of the Chartered Insurance Institute (ACII)

Pensions (G60)


Dimitri has worked with high net worth clients for over 30 years. He started his planning career at Arthur Anderson's, then moved to Coutts Bank where he became a Senior Wealth Planner for over 11 years. He then became an Independent Financial Adviser and have remained as such to this day.

"I am an active and competitive person. I love cycling and go out each week on a number of rides. I Ski each year with my two sons and in 2017 passed my motorcycle test. I purchased a BMW 1250 GS and have undertaken a number of holidays in Europe on it."

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.