Paul Pfe Email
Director | Senior Financial Planner @ Chase Wealth Solutions
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Paul Pfe Location
- Douglas, IM
Paul Pfe Work
- 2026 -now PFS Committee Member @
- 2024 -now Director | Senior Financial Planner @
- 2024 -2024 Senior Financial Planner @
- 2024 -now Director @
- 2024 -2024 Starting a new chapter soon… @ To be confirmed…
- 2023 -2024 Financial Planner @
- 2017 -2023 Financial Planning Manager ¦ Independent Financial Adviser @
- 2017 -2017 Head Of Operations @
- 2006 -2016 Relationship Manager @
- 2002 -2006 Account Manager @ Scottish Provident International
- 2000 -2002 Portfolio Bond Administrator @ Old Mutual Guernsey
- 2000 -2000 Assistant Dealer @
- 1999 -2000 Trader @ Cedef Capital Markets
- 1997 -1999 Money Broker @ ICAP CMS
- 1996 -1997 Money Broker @ Exco Money Broking UK Ltd
- 1995 -1996 Money Broker @ Prebon Yamane (UK) Ltd
- 1994 -1995 Money Broker @ Godsell, Astley & Pearce
- 1992 -1994 Money Broker @ RP Martins
Paul Pfe Education
- The British School of Paris 1989-1991
- King's College, Soto de Viñuelas 1987-1989
- Thorpe Bay High 1986-1987
Paul Pfe Skills
- Independent Financial Advice
- Holistic Financial Planning
- Financial Advisory
- Account Management
- Relationship Management
- New Business Development
- Sales
- Business Development
- Inheritance Tax Planning
- Foreign Exchange
- Leadership
- Life Insurance
- CRM
- Investments
- Marketing
- Market Research
- Business Strategy
- Wealth Management
- Pensions
- Wealth
- Financial Services
- Investment Strategies
- Pension Funds
- Portfolio Management
- Financial Planning
- Investment Advisory
- Retirement Planning
Paul Pfe Summary
- Paul Pfe, based in Douglas, IM, is currently a Director | Senior Financial Planner at Chase Wealth Solutions. Paul Pfe brings experience from previous roles at Personal Finance Society Isle of Man, Chase Wealth Solutions, Financial Options (IOM) and To be confirmed…. Paul Pfe holds a 1989 - 1991 The British School of Paris. With a robust skill set that includes Independent Financial Advice, Holistic Financial Planning, Financial Advisory, Account Management, Relationship Management and more. Paul Pfe has 2 emails on RocketReach.
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