Dave Apfs Email & Phone Number
Chartered Financial Planner @ Strategic Solutions Financial Services
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Dave Apfs Location
- Hurn, GB
Dave Apfs Work
- 2022 - now Chartered Financial Planner @
- 2014 - 2022 Senior Financial Planner @
- 2003 - 2014 Director and Senior IFA @ Burgess & Lee Ltd
- 2003 - 2007 Director @
- 1992 - 2003 IFA @ David Sheppeard (Life & Pensions) Ltd
- 1984 - 1992 Area Sales Consultant @ Gresham Life
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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