James Apfs Email & Phone Number
Senior Financial Planner @ LIFT-Financial Group
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James Apfs Location
- Altrincham, GB
James Apfs Work
- 2026 -now Senior Financial Planner @
- 2018 -now Chartered Financial Planner @
- 2016 -2018 Business Development Manager @ Financial Services
- 2011 -2016 Director @
James Apfs Education
- Chartered Insurance Institute
CII Level 6 Advanced Diploma in Financial Planning (Financial Planning and Services)
2018-2021 - Chartered Insurance Institute
Level 4 Certificate in Discretionary Investment Management (Financial Planning and Services)
2021 - Chartered Insurance Institute
CII Level 4 Diploma in Regulated Financial Planning
2018-2019 - LIBF
(Diploma for Financial Advisers)
2017-2018 - The University of Manchester
Batchelors (Hons)
2008-2011 - Scarisbrick Hall Independent School
- KGV College
(Law Economics History Geography)
- Chartered Insurance Institute
Chartered Financial Planner
2021
James Apfs Summary
- James Apfs, based in Altrincham, GB, is currently a Senior Financial Planner at Brooks Financial. James Apfs brings experience from previous roles at Brooks Financial, Financial Services and THE FOCUS BUSINESS CLINIC LIMITED. James Apfs holds a 2018 - 2021 CII Level 6 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. James Apfs has 1 emails and 1 mobile phone numbers on RocketReach.
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