Kevin Tse Apfs

Kevin Tse Apfs Email and Phone Number

Chartered Financial Planner @ Jerroms Financial Planning
Solihull, GB
Kevin Tse Apfs's Location
Solihull, England, United Kingdom, United Kingdom
About Kevin Tse Apfs

I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice, with over 10 years’ experience within the financial services sector. Instead of the traditional University route, I decided to jump straight into the world of work, starting out in the banking sector before moving to a financial advice practice, where I obtained my qualifications and broadened my knowledge to include investments and protection. I have continued to study over the years to become a Level 6 Chartered Financial Planner with the Personal Finance Society.My approach to financial advice has always been to give the very best experience to all my clients. I value each client's individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations.I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Outside of work, I have two young children, who keep me very active and both have a love for outdoor adventures. To arrange an informal, no-obligation meeting, contact me via Kevin.Tse@afhgroup.com

Kevin Tse Apfs's Current Company Details
Jerroms Financial Planning

Jerroms Financial Planning

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Chartered Financial Planner
Solihull, GB
Employees:
7
Kevin Tse Apfs Work Experience Details
  • Jerroms Financial Planning
    Chartered Financial Planner
    Jerroms Financial Planning
    Solihull, Gb
  • Afh Wealth Management
    Chartered Financial Planner
    Afh Wealth Management May 2024 - Present
  • Avonhurst Investment Brokers Limited
    Chartered Financial Planner
    Avonhurst Investment Brokers Limited Dec 2022 - May 2024
  • Robson Lister Wealth Management
    Chartered Financial Planner
    Robson Lister Wealth Management Sep 2019 - Nov 2022
    Sutton Coldfield, West Midlands, United Kingdom
  • Coutts
    Wealth Analyst
    Coutts Apr 2019 - Sep 2019
  • Rbs
    Mortgage Advisor
    Rbs May 2017 - Sep 2019
    Birmingham, United Kingdom
  • Robert Walters
    Associate Consultant
    Robert Walters Apr 2016 - May 2017
    Birmingham, United Kingdom
    Robert Walters is one of the world's leading specialist professional recruitment consultancies and focuses on placing high calibre professionals into permanent, contract and temporary positions at all levels of seniority. The UK business recruits across the accountancy and finance, banking, HR, legal, IT, sales & marketing, risk & compliance and support fields. Established in 1985, the Group has built a global presence with 53 offices spanning 24 countries.
  • Royal Bank Of Scotland
    Mortgage Advisor
    Royal Bank Of Scotland Jun 2015 - Apr 2016
  • Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown
    Mortgage Consultant
    Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown Oct 2014 - Jun 2015
  • Secure Trust Bank Plc
    Personal Lending Advisor
    Secure Trust Bank Plc Sep 2013 - Oct 2014

Kevin Tse Apfs Education Details

  • Arden Sixth Form College
    Arden Sixth Form College
  • Tudor Grange School
    Tudor Grange School

Frequently Asked Questions about Kevin Tse Apfs

What company does Kevin Tse Apfs work for?

Kevin Tse Apfs works for Jerroms Financial Planning

What is Kevin Tse Apfs's role at the current company?

Kevin Tse Apfs's current role is Chartered Financial Planner.

What schools did Kevin Tse Apfs attend?

Kevin Tse Apfs attended Arden Sixth Form College, Tudor Grange School.

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