Ben Apfs's Location
Manchester, GB
Ben Apfs's Work
- Chartered Financial Planner @ Equilibrium Financial Planning
- Client Manager @ Equilibrium Financial Planning
- Account Manager @ Mattioli Woods plc
- Research Intern @ Baoshang Bank
- Administration Assistant @ SpiriTel (now part of Daisy Group)
Ben Apfs's Education
- The Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2015 - 2016 - The Chartered Insurance Institute
Level 4 Certificate in Securities Advice & Dealing
2016 - 2016 - The Chartered Insurance Institute
Level 4 Certificate in Discretionary Investment Management
2015 - 2015
- The Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2013 - 2015 - University of Leicester
Bachelor of Arts (Management Studies and Economics)
2009 - 2012 - Chartered Management Institute
QCF (Level 3 Diploma in First Line Management)
2008 - 2009 - Sir John Deane's College
A - Levels (Psychology (B); Sociology (B); Chemistry (C))
2006 - 2008
Ben Apfs's Skills
- Wealth Management
- Investments
- Business Development
- Account Management
- Microsoft Office
- Finance
- Management
- Wealth
- Customer Service
- Pensions
Ben Apfs's Summary
Ben Apfs, based in Manchester, GB, is currently a Chartered Financial Planner at Equilibrium Asset Management, bringing experience from previous roles at Equilibrium Asset Management, Mattioli Woods plc, Baoshang Bank and SpiriTel PLC. Ben Apfs holds a 2015 - 2016 Advanced Diploma in Financial Planning in Financial Planning and Services @ The Chartered Insurance Institute. With a robust skill set that includes Wealth Management, Investments, Business Development, Account Management, Microsoft Office and more, Ben Apfs contributes valuable insights to the industry. Ben Apfs has 1 email on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Ben Apfs you were looking for?
Find contact details for 700 million professionals.
Others Named Ben Apfs
-
ViewBen Apfs
Technical Planning Leader at Skipton Building Society
Skipton, North Yorkshire, United Kingdom1 -
ViewBen Apfs
Chartered Financial Planner at Russell Ulyatt Financial Services LTD
Nottingham, Nottingham, United Kingdom1
Top Equilibrium Financial Planning Employees
-
11
-
View
Andy Baker
Partner and Financial Planner at Equilibrium Financial Planning
Manchester, Manchester, United Kingdom2 -
View
Andrew Hirst
Partner and Chartered Financial Planner at Equilibrium Financial Planning
England, United Kingdom1 -
1
-
ViewAndrew Hirst
Partner and Chartered Financial Planner at Equilibrium Financial Planning
Stockport District, GB2 -
ViewLucy Moss
Head of Training and Development at Equilibrium Financial Planning
England, United Kingdom1 -
ViewLucy Woolrich
Head of Training and Development at Equilibrium Financial Planning
England, United Kingdom1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
