Dave Apfs Email & Phone Number
Chartered Financial Planner @ Strategic Solutions Financial Services
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Dave Apfs Location
- Hurn, GB
Dave Apfs Work
- Chartered Financial Planner @ (August 2022 - Present)
- Senior Financial Planner @ Archway Financial Solutions (September 2014 - October 2022)
- Director and Senior IFA @ Burgess & Lee Ltd (May 2003 - September 2014)
- Director @ AFC Bournemouth (January 2003 - March 2007)
- IFA @ David Sheppeard (Life & Pensions) Ltd (February 1992 - May 2003)
- Area Sales Consultant @ Gresham Life (June 1984 - January 1992)
Dave Apfs Education
- Liverpool John Moores University
(Mathematics, Economics)
1982-1984 - Ferndown Upper School
Dave Apfs Skills
- Financial Planners
- Strategic Financial Planning
- Holistic Financial Planning
- Retirement Planning
- Wealth
- Fixed Annuities
- Financial Advisory
- Equity Release
- Microsoft Office
- Income Protection
- Pensions
- Investment Strategies
- Personal Financial Planning
- Investment Advisory
- Savings
- Financial Services
- Inheritance Tax Planning
- Critical Illness
- Microsoft Excel
- Insurance
- Financial Planning
- Investments
- Sales
- Wealth Management
- Retirement
Dave Apfs Summary
- Dave Apfs, based in Hurn, GB, is currently a Chartered Financial Planner at Strategic Solutions Financial Services. Dave Apfs brings experience from previous roles at Archway Financial Solutions, Burgess & Lee Ltd, AFC Bournemouth and David Sheppeard (Life & Pensions) Ltd. Dave Apfs holds a 1982 - 1984 Liverpool John Moores University. With a robust skill set that includes Financial Planners, Strategic Financial Planning, Holistic Financial Planning, Retirement Planning, Wealth and more. Dave Apfs has 1 emails and 1 mobile phone numbers on RocketReach.
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