David Apfs Email
Chartered Financial Planner @ Octo Financial Planning Ltd
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David Apfs Location
- Falmouth, GB
David Apfs Work
- 2022 -now Chartered Financial Planner @
- 2012 -2022 Chartered Financial Planner @
- 2011 -2012 Financial planning manager @ AXA Wealth
- 2010 -2011 Financial advisor @ Cis
- 2005 -2010 Branch manager @
David Apfs Education
- University of Plymouth
Bachelor of Science (BS) (Accounting and Finance)
1998-2001
David Apfs Skills
- Financial Advisory
- Pensions
- Retirement Planning
- Sales
- Financial Planning
- Investments
- Mortgage Lending
- Finance
- Certificate in Equity Release
- Income Protection
- Sales Management
- Wealth Management
- Advice
- Savings
- Strategic Financial Planning
- Wealth
- Protection
- Management
- Cemap Qualified
- Certificate in Long Term Care Insurance
- Dipfa Level 4 Qualified
- 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 Financial Advisory, Pensions, Retirement Planning, Sales, Financial Planning and more. David Apfs has 1 emails on RocketReach.
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