Lisa Apfs Email
Senior Technical Paraplanner @ BpH Wealth
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Lisa Apfs Location
- Lichfield, GB
Lisa Apfs Work
- Senior Technical Paraplanner @ (June 2022 - Present)
- Senior Paraplanner @ (October 2019 - June 2022)
- Senior Paraplanner @ Spires Independent Ltd (September 2018 - October 2019)
- Pension Transfer Paraplanner @ Blackstone Wealth Management (January 2018 - September 2018)
- Senior Paraplanner @ Index Wealth Management (August 2016 - January 2018)
- Paraplanner @ BRIAN MOLE INDEPENDENT FINANCIAL ADVISERS LTD. (June 2015 - August 2016)
- Paraplanner @ Index Wealth Management (December 2007 - January 2015)
Lisa Apfs Education
- Sutton Coldfield College
HNC (Business and Management)
2007-2009 - Queen Mary's High School 1991-1998
- Chartered Insurance Institute
AF1 Personal Tax & Trust Planning
2021 - Chartered Insurance Institute
AF7 Pension Transfers
- Chartered Insurance Institute
AF8 Retirement Income Planning
- Chartered Insurance Institute
AF5 Financial Planning Process
- Chartered Insurance Institute
Diploma in Regulated Financial Planning
- Chartered Insurance Institute
(AF4 Investment Planning)
- Chartered Insurance Institute
(Advanced Diploma in Financial Planning)
Lisa Apfs Summary
- Lisa Apfs, based in Lichfield, GB, is currently a Senior Technical Paraplanner at BpH Wealth. Lisa Apfs brings experience from previous roles at Ascot Lloyd, Spires Independent Ltd, Blackstone Wealth Management and Index Wealth Management. Lisa Apfs holds a 2007 - 2009 HNC in Business and Management @ Sutton Coldfield College. Lisa Apfs has 1 emails on RocketReach.
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Lisa Apfs
Senior Technical Paraplanner
Lichfield, GB
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