David Apfs Email
Chartered Financial Planner @ Octo Financial Planning Ltd
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David Apfs Location
- Falmouth, GB
David Apfs Work
- Chartered Financial Planner @ (May 2022 - Present)
- Chartered Financial Planner @ (January 2012 - April 2022)
- Financial planning manager @ AXA Wealth (November 2011 - August 2012)
- Financial advisor @ Cis (November 2010 - November 2011)
- Branch manager @ (November 2005 - November 2010)
David Apfs Education
- University of Plymouth
Bachelor of Science (BS) (Accounting and Finance)
1998-2001
David Apfs Skills
- Advice
- CeMap Qualified
- Certificate in Long term care insurance
- Certificate in equity release
- Dipfa level 4 qualified
- Finance
- Financial Advisory
- Financial Planning
- Income Protection
- Investments
- Management
- Mortgage Lending
- Pensions
- Protection
- Retirement Planning
- Sales
- Sales Management
- Savings
- Strategic Financial Planning
- Wealth
- Wealth Management
- Financial Services
- Fixed Annuities
- Insurance
- Critical Illness
- Business
- Pension Transfer Specialist
- Pension Drawdown
- Annuities
- Relevent Life Policies
- Business Protection
David Apfs Summary
- David Apfs, based in Falmouth, GB, is currently a Chartered Financial Planner at Octo Financial Planning Ltd. David Apfs brings experience from previous roles at Quilter Financial Advisers, AXA Wealth, Cis and The Co-operative Banking Group. David Apfs holds a 1998 - 2001 Bachelor of Science (BS) in Accounting and Finance @ University of Plymouth. With a robust skill set that includes Advice, CeMap Qualified, Certificate in Long term care insurance, Certificate in equity release, Dipfa level 4 qualified and more. David Apfs has 1 emails on RocketReach.
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