Zoe Apfs Email & Phone Number
Partner and Chartered Financial Planner @ NELSONSLAW LLP
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Zoe Apfs Location
- Nottingham, GB
Zoe Apfs Work
- Partner and Chartered Financial Planner @ (June 2023 - Present)
- Investment Director and Chartered Financial Planner @ (June 2022 - June 2023)
- Senior Associate and Chartered Financial Planner @ (June 2021 - June 2022)
- Associate and Chartered Financial Planner @ (July 2018 - June 2021)
- Senior Paraplanner @ (January 2011 - June 2018)
- Paraplanner @ (July 2007 - December 2010)
- Paraplanner @ (July 2005 - July 2007)
Zoe Apfs Education
- Chartered Insurance Institute
Level 6 Advanced Diploma in Financial Services (Financial Planning and Services)
2019-2020 - Sheffield Hallam University
First Class BA Honours in Financial Services
2000-2004 - Chartered Insurance Institute
Level 4 Diploma in Financial Services (Financial Services)
2013 - Member of Solicitors Independent Financial Advisers (SIFA)
Zoe Apfs Skills
- Annuities
- Court of Protection
- Estate Tax Planning
- Financial advice for women
- Flexible drawdown
- Holistic Financial Planning
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Investments
- Life and critical illness cover
- Personal Injury Trust
- Retirement Planning
- Savings
- Tax efficient income planning
- Trust Management
- Trusts
- Wealth Management Services
Zoe Apfs Summary
- Zoe Apfs, based in Nottingham, GB, is currently a Partner and Chartered Financial Planner at Nelsons. Zoe Apfs brings experience from previous roles at Nelsons and Brown Shipley. Zoe Apfs holds a 2019 - 2020 Level 6 Advanced Diploma in Financial Services in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Annuities, Court of Protection, Estate Tax Planning, Financial advice for women, Flexible drawdown and more. Zoe Apfs has 1 emails and 1 mobile phone numbers on RocketReach.
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