Daniel Apfs Email

Paraplanner and Chartered Financial Planner @ The Citimark Partnership Ltd

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Daniel Apfs's Location

Bristol, England, United Kingdom

Daniel Apfs's Work

Paraplanner and Chartered Financial Planner @ The Citimark Partnership Ltd
Paraplanner @ Aspira Corporate Solutions Limited
Paraplanner @ Alchemy Wealth Management Ltd

Trainee Wealth Development Manager @ Legal & General
Protection and General Insurance Sales @ Legal & General

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Daniel Apfs's Education

Cardiff University
Bachelor of Science (Business)
2003 - 2006
Chartered Insurance Institute

Daniel Apfs's Skills

PowerPoint
Wealth Management
Sales

Inheritance Tax Planning
Financial Services
Financial Advisory
Change Management
Insurance
Wealth
Investments

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Daniel Apfs's Summary

Daniel Apfs, based in Bristol, England, United Kingdom, is currently a Paraplanner and Chartered Financial Planner at The Citimark Partnership LTD, bringing experience from previous roles at Aspira Corporate Solutions Limited, Alchemy Wealth Management LTD and Legal & General. Daniel Apfs holds a 2003 - 2006 Bachelor of Science in Business @ Cardiff University. With a robust skill set that includes PowerPoint, Wealth Management, Sales, Inheritance Tax Planning, Financial Services and more, Daniel Apfs contributes valuable insights to the industry.