Paul Afps Email & Phone Number
Certified and Chartered Financial Planner @ Calton Wealth Management
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Paul Afps Location
- Gullane, GB
Paul Afps Work
- Certified and Chartered Financial Planner @ (May 2025 - Present)
- Certified and Chartered Financial Planner @ (December 2022 - May 2025)
- Chartered Financial Planner @ (June 2022 - December 2022)
- Owner and Chartered Financial Planner @ Astute Financial Planners Ltd (April 2019 - June 2022)
- Associate Director and Chartered Financial Planner @ (June 2018 - April 2019)
- Chartered Financial Planner @ (November 2014 - May 2018)
- Independent Financial Adviser @ R.S. Robertson (March 2014 - October 2014)
- Business Development Manager @ (May 2011 - March 2014)
- Senior Sales Consultant @ (October 2006 - April 2011)
- Financial Adviser @ (February 2006 - September 2006)
Paul Afps Education
- Knox Academy 1993-1998
Paul Afps Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Annuities
- SIPP
- Business Relationship Management
- Qualified Golf Tutor
- Business
- Defined Contribution
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Diploma in Financial Services Dip Pfs
- Annuities
- Tax
- Portfolio Management
- Critical Illness
- Investments
- Relationship Management
- Business Development
- Financial Risk
- Lifestyle Planning
- Investment Advisory
- Income Protection
- Financial Services
- Sales Management
- Wealth Management
- Life Insurance
- Cash Flow Forecasting
- Savings
- Strategic Financial Planning
- Investment Strategies
- New Business Development
- Asset Management
- Trusts
- Defined Benefit
- Wealth
- Egtf
- Pension Funds
- Personal Financial Planning
- Protection
- Small Business
- Term Life Insurance
- Inheritance Tax Planning
- Sales Presentations
- Retirement
- Diploma in Financial Services
Paul Afps Summary
- Paul Afps, based in Gullane, GB, is currently a Certified and Chartered Financial Planner at Calton. Paul Afps brings experience from previous roles at Acumen Financial Planning, MACKAY HALL FINANCIAL SERVICES LTD, Astute Financial Planners Ltd and Medical & Professional CFP Ltd. Paul Afps holds a 1993 - 1998 Knox Academy. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Annuities and more. Paul Afps has 2 emails on RocketReach.
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