Carl Apfs Email
Head of Financial Planning - Partner @ Brunel Wealth
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Carl Apfs Location
- Bristol, England, GB
Carl Apfs Work
- 2019 -now Head of Financial Planning - Partner @
- 2014 -2019 Chartered Financial Planner - Partner @
- 2013 -2014 Apfs Chartered Financial Planner @
- 2003 -2013 Director @
- 2001 -2003 Ifa Consultant Support @
- 1998 -2001 Case Manager @ Axa Sunlife & Axa Lifetime Care
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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Bristol, GB
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