Matthew Apfs Email
Chartered Financial Planner @ Rouse Ltd
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Matthew Apfs Location
- Newport, GB
Matthew Apfs Work
- Chartered Financial Planner @ (May 2014 - Present)
- Paraplanner @ (December 2010 - May 2014)
- Paraplanner @ (November 2006 - November 2010)
- Marketing Executive @ Montpelier Group (June 2006 - September 2006)
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
- Report Writing
- Portfolio Management
- Financial Modeling
- Annuities
- Investments
- Asset Allocation
- Investment Advisory
- Wealth Management
- Equities
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Trusts
- Financial Analysis
- Personal Finance
- Financial Reporting
- Financial Advice
- Project Management
- Research
- Inheritance Tax Planning
- Retirement
- Analysis
- Fund Analysis
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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