
Chris Apfs
We help our clients plan and achieve their desired lifestyle. Once achieved, we help maintain and protect their... | United Kingdom
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Chris Apfs’s Emails ch****@ja****.com
Chris Apfs’s Phone Numbers No phone number available.
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Chris Apfs’s Location United Kingdom
Chris Apfs’s Expertise We help our clients plan and achieve their desired lifestyle. Once achieved, we help maintain and protect their lifestyle through life's trials and tribulations. We have set up a new firm with the aim of bringing Financial Innovation to the marketplace as well as continuing the work we are doing with our clients. The starting point for most of our clients is understanding what their life goals and objectives are, and create their Financial Plan around this. Typically this starts with a simple aim, such as: - Retirement Planning - Passing wealth through the generation (Trusts and Estate Planning) However it, typically, opens up a much wider discussion for what they want to do. In some cases, this can mean: - Creating Financial Freedom - Giving to, and working with, Charity - Getting children involved in the family business - Offering financial education to children/grandchildren It is our job to 'eek out' these goals and work with the client (usually annually) to make sure their goals are being met, and whether any new goals are to be worked on. Some individuals may not require this big picture, but need a place to start and this is where technology and Financial Innovation helps. Concepts such as IGAP (tax alpha) will help these individuals investments grow through utilisation of tax allowances.
Chris Apfs’s Current Industry Jarrovian Wealth
Chris
Apfs’s Prior Industry
Jarrovian Wealth
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Ubs
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Full Circle Asset Management
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Dragonfly
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Kubera Wealth
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Family Wealth Protection Services
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Work Experience

Jarrovian Wealth
Financial Planner And Director
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Family Wealth Protection Services
Trust And Estate Planner
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kubera Wealth
Financial Planner
Fri Nov 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Dragonfly
Client Relationship Manager
Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Full Circle Asset Management
Client Relationship Manager
Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Pricing Administrator
Tue Jul 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Jarrovian Wealth
Financial Planner and Director
— Present