Matthew Apfs Location
Newport, GB
Matthew Apfs Work
- 2014 - now Chartered Financial Planner @ Rouse Ltd
- 2010 - 2014 Paraplanner @ Rouse Ltd
- 2006 - 2010 Paraplanner @ HERITAGE FINANCIAL SERVICES (IW) LIMITED
- 2006 - 2006 Marketing Executive @ Montpelier Group
Matthew Apfs Education
- The Chartered Insurance Institute
APFS, CertPFS (DM)
2006 - 2014 - IFP
Certified Financial Planner (CFP)
2012 - 2012 - The University of Kent
BA (Philosophy)
1998 - 2002
Matthew Apfs Skills
- Estate Planning
- Financial Advisory
- Pensions
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Reporting And Analysis
- Financial Planning
- Wealth Management Services
- Sales
Matthew Apfs Summary
Matthew Apfs, based in Newport, GB, is currently a Chartered Financial Planner at Rouse Limited. Matthew Apfs brings experience from previous roles at Rouse Ltd, HERITAGE FINANCIAL SERVICES (IW) LIMITED and Montpelier Group. Matthew Apfs holds a 2006 - 2014 APFS, CertPFS (DM) @ The Chartered Insurance Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Retirement Income Strategies, Insurance and more.
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Top Rouse Ltd Employees
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Louise Hemper
Operations Manager at Rouse Ltd
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