Phil Pfs Email
Director and IFA @ Charles-Mayo Financial Advisers Ltd
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Phil Pfs Location
- Brundall, GB
Phil Pfs Work
- Director and IFA @ (October 2024 - Present)
- Independant Financial Adviser @ (February 2019 - October 2024)
- Independant Financial Advisor @ Nurture Financial Planning Ltd (March 2018 - January 2019)
- Independant Financial Advisor @ Parkview Financial Planning Ltd (July 2014 - March 2018)
- Private Client Stockbroker @ (December 2011 - June 2014)
- Key Account Manager @ (May 2007 - December 2011)
- Regulated Training Manager @ (January 2000 - April 2007)
- Financial Advisor @ (July 1996 - April 1999)
- Petty Officer @ (June 1977 - May 1996)
Phil Pfs Education
- London
Phil Pfs Skills
- Electronic Trading
- Portfolio Management
- Relationship Management
- SIPP
- Retirement Planning
- Wealth
- Emerging Markets
- Training
- Savings
- Financial Planners
- Inheritance Tax Planning
- Key Account Management
- Asset Management
- Asset Allocation
- Equity Trading
- Bonds
- Fixed Income
- Income Protection
- Investment Strategies
- Securities
- Derivatives
- Corporate Actions
- Investment Advisory
- Financial Risk
- Strategic Financial Planning
- Hedging
- Critical Illness
- Investment Management
- Investments
- Stockbroking
- Equity Research
- Hedge Funds
- Military
- Wealth Management
- Financial Advisory
- Corporate Finance
- Marketing
- Account Management
- IPO
- Trading
- Retirement
- Equities
- High Net Worth Individuals
- FSA
- Capital Markets
- Mortgage Lending
- Private Banking
- Unit Trusts
- Risk Management
- Alternative Investments
- Wealth Management Services
- Financial Services
- ETFs
- Finance
- Pensions
Phil Pfs Summary
- Phil Pfs, based in Brundall, GB, is currently a Director and IFA at Charles-Mayo Financial Advisers Ltd. Phil Pfs brings experience from previous roles at Iceni Financial Advisers Ltd, Nurture Financial Planning Ltd, Parkview Financial Planning Ltd and WH Ireland. Phil Pfs holds a London. With a robust skill set that includes Electronic Trading, Portfolio Management, Relationship Management, SIPP, Retirement Planning and more. Phil Pfs has 1 emails on RocketReach.
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Phil Pfs
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