Paul Pfe Email
Director | Senior Financial Planner @ Chase Wealth Solutions
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Paul Pfe Location
- Douglas, IM
Paul Pfe Work
- PFS Committee Member @ (January 2026 - Present)
- Director | Senior Financial Planner @ (November 2024 - Present)
- Senior Financial Planner @ (July 2024 - November 2024)
- Director @ (November 2024 - Present)
- Starting a new chapter soon… @ To be confirmed… (July 2024 - July 2024)
- Financial Planner @ (November 2023 - July 2024)
- Financial Planning Manager ¦ Independent Financial Adviser @ (October 2017 - November 2023)
- Head Of Operations @ (January 2017 - October 2017)
- Relationship Manager @ (December 2006 - December 2016)
- Account Manager @ Scottish Provident International (April 2002 - December 2006)
- Portfolio Bond Administrator @ Old Mutual Guernsey (November 2000 - January 2002)
- Assistant Dealer @ (September 2000 - November 2000)
- Trader @ Cedef Capital Markets (November 1999 - August 2000)
- Money Broker @ ICAP CMS (November 1997 - October 1999)
- Money Broker @ Exco Money Broking UK Ltd (November 1996 - September 1997)
- Money Broker @ Prebon Yamane (UK) Ltd (April 1995 - November 1996)
- Money Broker @ Godsell, Astley & Pearce (March 1994 - April 1995)
- Money Broker @ RP Martins (October 1992 - March 1994)
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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Paul Pfe
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