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Ian Apfs Location
London, GB
Ian Apfs Work
Technical Director @ (April 2025 - Present)
Financial Planning Analyst @ (April 2021 - April 2025)
Head of Paraplanning @ (January 2020 - June 2020)
Senior Paraplanner @ Maymont Wealth (May 2016 - December 2019)
Head of Research and Technical @ (September 2013 - October 2015)
Paraplanner @ (March 2011 - October 2015)
Paraplanner @ (October 2010 - March 2011)
Paraplanner @ Pearson Jones PLC (September 2005 - September 2010)
Ian Apfs Education
The University of Sheffield
MMath (Hons) (Mathematics)
2001-2005
Lancaster Royal Grammar School
A levels (Mathematics, Physics, Chemistry & General Studies)
1994-2001
Ian Apfs Skills
Alternative Investments
Estate Planning
Financial Advisory
Financial Planners
Pensions
Insurance
ISA
Retirement Planning
Financial Planning
Wealth Management Services
Cash Flow Planning and Modelling
Portfolio Management
Tax
Investments
Financial Risk
Finance
Asset Allocation
Income Protection
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Income Drawdown
Strategic Financial Planning
High Net Worth Individuals
Savings
Investment Strategies
Wealth Accumulation
Asset Management
Discretionary Management
Arc
Wealth
Pension Funds
Protection
Management
Inheritance Tax Planning
Retirement
Investment Management
Self Invested Personal Pension Sipp
Self Invested Personal Pension
Ian Apfs Summary
Ian Apfs, based in London, GB, is currently a Technical Director at eightfourtwo. Ian Apfs brings experience from previous roles at eightfourtwo, Fleet Street Wealth, Maymont Wealth and Partners Wealth Management. Ian Apfs holds a 2001 - 2005 MMath (Hons) in Mathematics @ The University of Sheffield. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions and more. Ian Apfs has 1 emails on RocketReach.
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