Rob Apfs Email
Financial Planner @ James Hambro & Partners
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Rob Apfs Location
- United Kingdom
Rob Apfs Work
- 2024 -now Financial Planner @
- 2023 -2024 Associate Financial Planner @
- 2020 -2023 Paraplanner @
- 2018 -2020 Assistant Financial Planner @
- 2017 -2018 Trainee Financial Planner @
- 2017 -2017 Financial Planning Support @
- 2015 -2017 Financial Administrator @
- 2013 -2015 Customer Service Representative @
Rob Apfs Education
- Leeds Beckett University
BSc (Hons) (Music Technology)
2010-2013 - The John Henry Newman School 2001-2009
- Chartered Insurance Institute
AF8 - Retirement Income Planning (Financial Planning and Services)
2023 - Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2023 - Chartered Insurance Institute
AF5 - Financial Planning Process (Financial Planning and Services)
2023 - Chartered Insurance Institute
ER1 - Equity Release (Financial Planning and Services)
2023 - Chartered Insurance Institute
AF4 - Investment Planning (Investments and Securities)
2022 - Chartered Insurance Institute
Diploma in Regulated Financial Planning
2018 - Chartered Insurance Institute
J02 - Trusts
- Chartered Insurance Institute
AF1 - Personal Tax and Trust Planning
- Chartered Insurance Institute
J05 - Pension Income Options
- Chartered Insurance Institute
AF7 - Pension Transfers
Rob Apfs Summary
- Rob Apfs, based in United Kingdom, is currently a Financial Planner at James Hambro & Partners. Rob Apfs brings experience from previous roles at James Hambro & Partners, Cazenove Capital and Saunderson House. Rob Apfs holds a 2010 - 2013 BSc (Hons) in Music Technology @ Leeds Beckett University. Rob Apfs has 1 emails on RocketReach.
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