Jonathan Apfs Email
Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession @ Wesleyan
5 free lookup(s).
No credit card required.
Jonathan Apfs Location
- Birmingham, GB
Jonathan Apfs Work
- 2010 - now Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession @
- 2007 - 2010 Senior Personal Banker @
- 2004 - 2007 Senior Customer Relationship Adviser @
Jonathan Apfs Education
- Chartered Insurance Institute
Chartered Financial Planner (Financial Planning and Services)
2011 - 2019 - Chartered Insurance Institute
Diploma (Financial Planning and Services)
2009 - 2009 - Blessed William Howard 1999 - 2004
Jonathan Apfs Skills
- Savings
- Wealth
- Fixed Annuities
- Loans
- Wealth Management
- Customer Experience
- FSA
- Credit Risk
- Financial Planners
- Wealth Management Services
- Mortgage Lending
- Retirement Planning
- Risk Management
- Investments
- Strategic Financial Planning
- Critical Illness
- Private Banking
- SIPP
- Pensions
- Defined Benefit
- Inheritance Tax Planning
- Financial Services
- Residential Mortgages
- Income Protection
- Business Analysis
- Finance
- Change Management
- Management
- Defined Contribution
- Financial Advisory
- Investment Strategies
- Personal Financial Planning
- Banking
- Performance Management
- Coaching
- Investment Advisory
- Portfolio Management
- Insurance
- Training Delivery
- Retail Banking
- Stakeholder Management
- Trusts
- General Insurance
- High Net Worth Individuals
- Relationship Management
- CRM
- User Acceptance Testing
- Life Insurance
- Protection
- Financial Risk
- Leadership
- Retirement
Jonathan Apfs Summary
- Jonathan Apfs, based in Birmingham, GB, is currently a Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession at Wesleyan Assurance Society. Jonathan Apfs brings experience from previous roles at Wesleyan Bank Ltd and The Co-operative Bank plc. Jonathan Apfs holds a 2011 - 2019 Chartered Financial Planner in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Savings, Wealth, Fixed Annuities, Loans, Wealth Management and more. Jonathan Apfs has 1 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jonathan Apfs?
Find contact details for 700 million professionals.
Others Named Jonathan Apfs
Jonathan Apfs
Partner
Reading, Reading, United Kingdom
Jonathan Apfs
Chartered Financial Planner and Partner
Guildford, England, GB
Jonathan Apfs
Chartered Financial Planner
London, GB
Top Wesleyan Employees
Nathan Moss
Chairman
Itchen Abbas, GB
Elizabeth Jones
Head of Investment Strategy
Ullenhall, GB
Lucy Brooks
Head of HR
Cheltenham, GB
Jonathan Welsh
Chief Risk Officer
Stratford-upon-Avon, GB
Nathan Beckett
Chief Financial Officer
England, United Kingdom
Marco Wassink
CFO
London, GB
Manjinder Bains
Head of People Services
Coventry, GB
Darren Fox
Head of General Insurance
Nottingham, GB
Kristy Rowlett
Head of People Development and Culture
Birmingham, GB
Mick Gartside
Head of Customer Oversight
Yeadon, GB
Katie Wadey
Chief Product and Commercial Officer
United Kingdom
Faraz Tasnim
Chief Operating Officer
Swansea, Wales, GB
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co