Matthew Apfs Email
Chartered Financial Planner @ Wealth of Advice
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Matthew Apfs Location
- Durham, GB
Matthew Apfs Work
- Charitable Trustee @ (November 2022 - Present)
- Chartered Financial Planner @ (July 2022 - Present)
- Independent Financial Planner @ (October 2018 - July 2022)
- Wealth Planner @ (June 2012 - September 2017)
Matthew Apfs Education
- Newcastle University
Master's degree (Computer Science)
2017-2018 - Lancaster University
Bachelor of Arts (BA) (Philosophy, Politics and Economics)
- Queen Elizabeth High School (Hexham)
Matthew Apfs Skills
- Alternative Investments
- Asset Allocation
- Cash Management
- Customer Service
- Derivatives
- Equities
- Inheritance Tax Planning
- Investment Advisory
- Investment Strategies
- Investments
- Java
- Mutual Funds
- Pensions
- Portfolio Management
- Programming
- Retirement Planning
- SQL
- Strategic Financial Planning
- Teamwork
- Valuation
- Wealth Management
Matthew Apfs Summary
- Matthew Apfs, based in Durham, GB, is currently a Chartered Financial Planner at Wealth Of Advice. Matthew Apfs brings experience from previous roles at Northumbria Historic Churches Trust, Wealth Of Advice and Bond Dickinson Wealth Limited. Matthew Apfs holds a 2017 - 2018 Master's degree in Computer Science @ Newcastle University. With a robust skill set that includes Alternative Investments, Asset Allocation, Cash Management, Customer Service, Derivatives and more. Matthew Apfs has 2 emails on RocketReach.
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