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Alex Kell Apfs is listed as Straight Talking Chartered Financial Planner. Helping Individuals and Business Owners Build and Insure a Secure Financial Future. at Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management, a company with 6 employees, based in Gloucester, England, United Kingdom. AeroLeads shows a work email signal at live.co.uk and a matched LinkedIn profile for Alex Kell Apfs.
Alex Kell Apfs previously worked as Director - Chartered Financial Planner at Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management and Board Member at Gloucester Bid. Alex Kell Apfs holds Bachelor Of Science, Business Management And Information Technology from University Of Gloucestershire.
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As a qualified Financial Planner, I provide tailored financial advice for individuals and businesses alike, including investment planning, mortgages*, retirement planning, business succession planning and profit protection. Understanding my client's objectives is my number one priority, allowing for advice that will meet personal and/or business objectives.With a keen interest in finance and helping others, I am very passionate about being the best at what I do and believe success comes only with determination and hard work. Prior to qualifying as a Financial Adviser I had managerial and consultancy experience in a variety of roles across a broad spectrum of business sectors. Alongside this, I have gained a degree in Business Management and Information Technology, completed my Diploma in Financial Planning and am continuing to further my professional development in order to obtain Chartered Financial Planner status.My experience of working in client facing roles has allowed me to focus on helping to meet the financial goals and desires of individuals and businesses but most importantly build long term, long lasting client relationships.*Your home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Listed skills include Business Development, Management, Strategy, New Business Development, and 24 others.
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Pillar And Lucy House, Merchants Road, Gloucester GL2 5RG
Quayside Wealth Management are a Partner Practice of St. James's Place Wealth Management, one of the UK’s leading wealth management organisations. As the Principal Partner of Quayside, I specialise in delivering quality, face-to-face financial planning for individuals and business with a commitment to building trusted and enduring relationships with my.
Gloucester, United Kingdom
A BID is a Business-led and Business funded body formed to improve a defined commercial area. As a Board Member, alongside other local Gloucester business owners and business leaders, I volunteer my time to deliver on the key priorities set out in the Gloucester BID’s mandate. These include, City safety and security, street cleanliness, improvement of the.
Gloucester, United Kingdom
Managing a team of consultants, my task as Business Development Manager was to drive the continuous growth and development of the Business Hub.The department worked within all sectors across the county and surrounding areas and the role involved managing the team, marketing strategy, networking, consulting with business owners, new course development, all.
Gloucester, United Kingdom
As a Business Consultant at Gloucestershire College I worked within the Professional Services, B2B, Retail and Leisure sectors introducing new clients and looking after existing and key accounts. The role within the College is to develop relationships by discussing clients needs and understanding how the training resources the College offers will help.
Gloucester, United Kingdom
Founder and Director of Fliptease™.Fliptease™ are market leaders in producing the highest quality marketing flipbooks using digital video clips. Our books are an innovative way for you to market your company or alternatively from a marketing company perspective help stand out from the competition by offering your clients something different.
Gloucester, United Kingdom
Sales Executive. My role at Shades of Comfort Ltd. was to lead sales, looking after all key accounts. My responsibilities from day to day was to liaise with procurement teams, keeping up to date with market trends and new products and feeding these back into the company's sales strategy to ensure the business remained competitive. I represented the.
Gloucester, United Kingdom
For a period of two years my role was to 'hold' various Toby Carverys around Gloucestershire and surrounding areas. This had been to cover sickness, shortages in staff and assist with new business openings.I left this role in the permanent position of Assistant manager at Toby Carvery Brockworth.While working these roles I gained a multitude of experience.
Other employees you can reach at quaysidewealthmanagement.co.uk. View company contacts for 6 employees →
Vicki Lowe
Colleague at Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
Gloucestershire, England, United Kingdom, United Kingdom
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RS
Riley Spencer-Nice
Colleague at Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
Cirencester, England, United Kingdom, United Kingdom
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LC
Liam Cubbage Apfs
Colleague at Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
Cirencester, England, United Kingdom, United Kingdom
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JS
Jordan Smith
Colleague at Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
Gloucester, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Alex Kell Apfs works for Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
Alex Kell Apfs is listed as Straight Talking Chartered Financial Planner. Helping Individuals and Business Owners Build and Insure a Secure Financial Future. at Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
AeroLeads has found 1 work email signal at @live.co.uk for Alex Kell Apfs at Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
Alex Kell Apfs is based in Gloucester, England, United Kingdom while working with Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
Alex Kell Apfs has worked for Quayside Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management, Gloucester Bid, Gloucestershire College, Fliptease Ltd, and Shades Of Comfort.
Alex Kell Apfs's colleagues at Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management include Vicki Lowe, Riley Spencer-Nice, Liam Cubbage Apfs, and Jordan Smith.
You can use AeroLeads to view verified contact signals for Alex Kell Apfs at Quayside Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
Alex Kell Apfs holds Bachelor Of Science, Business Management And Information Technology from University Of Gloucestershire.
Alex Kell Apfs is listed with skills including Business Development, Management, Strategy, New Business Development, Marketing Strategy, B2B, Business Strategy, and Business Planning.
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