Carl Apfs Email
Head of Financial Planning - Partner @ Brunel Wealth
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Carl Apfs Location
- Bristol, England, GB
Carl Apfs Work
- Head of Financial Planning - Partner @ (November 2019 - Present)
- Chartered Financial Planner - Partner @ (July 2014 - November 2019)
- Apfs Chartered Financial Planner @ (May 2013 - July 2014)
- Director @ (January 2003 - May 2013)
- Ifa Consultant Support @ (January 2001 - January 2003)
- Case Manager @ Axa Sunlife & Axa Lifetime Care (January 1998 - January 2001)
Carl Apfs Skills
- Finance
- Savings
- Trusts
- Inheritance Tax Planning
- Asset Allocation
- High Net Worth Individuals
- Investments
- Financial Services
- Retirement Planning
- Wealth
- Estate Planning
- Business Analysis
- Investment Advisory
- Pensions
- SIPP
- Financial Planning
- Financial Risk
- Investment Strategies
- Wealth Management
- Strategic Financial Planning
- Income Protection
- Leadership
- Protection
- Public Speaking
- Management
- Portfolio Management
- Retirement
- Financial Advisory
Carl Apfs Summary
- Carl Apfs, based in Bristol, England, GB, is currently a Head of Financial Planning - Partner at Brunel Wealth. Carl Apfs brings experience from previous roles at Tilney Group, Ovation Finance LTD, Lampiers Financial Planning Limited and Standard Life. With a robust skill set that includes Finance, Savings, Trusts, Inheritance Tax Planning, Asset Allocation and more.
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