Simon Apfs Email
Chartered Financial Planner @ Chase de Vere
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Simon Apfs Location
- Bath, GB
Simon Apfs Work
- Chartered Financial Planner @ (May 2024 - Present)
- Chartered Financial Planner @ (August 2006 - May 2024)
- Business Financial Planning Manager @ (January 2003 - June 2006)
- Financial Planning Manager @ (January 1998 - December 2002)
Simon Apfs Education
- Chartered Insurance Institute
CII Advanced Diploma in Financial Planning (Financial Planning and Services)
2016-2018 - Bridgwater & Taunton College
BTEC National Diploma in Business & Finance (Business and Personal/Financial Services Marketing Operations)
1986-1988 - Chilton Trinity 1981-1986
Simon Apfs Skills
- Residential Mortgages
- Savings
- Financial Planning
- Inheritance Tax Planning
- Personal Financial Planning
- Mortgage Lending
- Strategic Financial Planning
- Portfolio Management
- Investments
- Pensions
- Financial Reporting
- Microsoft Excel
- Relationship Management
- Independent Financial Advice
- Income Protection
- Financial Advisory
- Financial Services
- Finance
- Insurance
- Wealth Management
- Accounting
- Sales
- Retirement Planning
Simon Apfs Summary
- Simon Apfs, based in Bath, GB, is currently a Chartered Financial Planner at Chase de Vere. Simon Apfs brings experience from previous roles at Lloyd & Whyte and NatWest. Simon Apfs holds a 2016 - 2018 CII Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Residential Mortgages, Savings, Financial Planning, Inheritance Tax Planning, Personal Financial Planning and more. Simon Apfs has 1 emails on RocketReach.
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