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Martyn Davey Apfs is listed as Experienced Senior Leader in Financial Planning and Wealth Management at Perspective Financial Group Ltd, a company with 52 employees, based in Leeds, England, United Kingdom. AeroLeads shows a work email signal at ajg.com and a matched LinkedIn profile for Martyn Davey Apfs.
Martyn Davey Apfs previously worked as Regional Operations Director at Perspective Financial Group Ltd and Head of Advice - Financial Planning Division at Argentis. Martyn Davey Apfs studied at Intake High School.
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I have a background in Financial Services extending over 25 years, with the past 20+ years being in Financial Planning roles across a variety of organisations. More recently my remit has been in Senior Leadership positions with responsibility for delivering against commercial objectives whilst managing the Financial Planning, Training & Competence and Learning & Development teams within organisations which have a national presence.Having been through the process of being acquired and also as an acquirer of other firms, I am well-versed in the challenges of integration, particularly when it comes to people, processes and systems. I have undertaken several organisational restructures and as a practising Chartered Financial Planner with experience of running a national Financial Planning business, I am cognisant of the need to involve all parties in the advice chain to keep distractions to a minimum whilst maximising cohesion, thereby ensuring a successful outcome.
Listed skills include Investment Strategies, Inheritance Tax Planning, Retirement Planning, Business Planning, and 18 others.
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A career timeline built from the work history available for this profile.
Wakefield, England, United Kingdom
Working alongside acquired IFA practices to support them with all aspects of integration including propositions, operations and compliance, ensuring a smooth transition for the practice and their clients.
I was ‘Head of Advice’ for the Financial Planning division of Hurst Point Group, a PE backed, national, Independent Financial Advice and Wealth Management business.I had primary responsibility for the delivery of the division’s commercial objectives as well as the growth in investment assets via the propositions provided by our sister company, Hawksmoor.
I was Managing Director of Argentis Financial Planning Limited, providing independent financial planning and advice to clients across the UK. We were acquired from Gallagher in December 2020 as part of Hurst Point Group's targeted growth strategy and was subsequently integrated with Compass Wealth Management to create the new trading entity of Argentis.
Leeds, United Kingdom
I managed a team of experienced Wealth Advisers, providing training and development to support them in achieving their key objective of growing the Wealth Management business in the UK. By drawing on my many years in the financial planning profession, I ensured there was a firm focus on evidencing competency in a compliant environment, whilst encouraging a.
Leeds, United Kingdom
My role as a Chartered Financial Planner is to provide a fee-based, tailored service, focusing on removing the financial stress in planning for my clients future's whilst protecting what is important to them, be that by way of analysing their investment and retirement plans and ensuring they are in the most appropriate environment, saving them money on.
Other employees you can reach at pfgl.co.uk. View company contacts for 52 employees →
Harrison Cole
Colleague at Perspective Financial Group Ltd
Greater Northampton Area, United Kingdom, United Kingdom
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Ashleigh Luke
Colleague at Perspective Financial Group Ltd
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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CJ
Charles James Dippfs
Colleague at Perspective Financial Group Ltd
Haworth, England, United Kingdom, United Kingdom
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Andrew Luczynski
Colleague at Perspective Financial Group Ltd
Preston, England, United Kingdom, United Kingdom
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CB
Clare Brandon
Colleague at Perspective Financial Group Ltd
Buckinghamshire, England, United Kingdom, United Kingdom
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Andrew Gait
Colleague at Perspective Financial Group Ltd
Cardiff, Wales, United Kingdom, United Kingdom
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Polly Austen
Colleague at Perspective Financial Group Ltd
Manchester, England, United Kingdom, United Kingdom
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Debbie O'Hare
Colleague at Perspective Financial Group Ltd
Lymm, England, United Kingdom, United Kingdom
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Andy Bravo
Colleague at Perspective Financial Group Ltd
Milton Keynes, England, United Kingdom, United Kingdom
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PM
Paul Mccluskey Dip Pfs
Colleague at Perspective Financial Group Ltd
Manchester Area, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Martyn Davey Apfs works for Perspective Financial Group Ltd.
Martyn Davey Apfs is listed as Experienced Senior Leader in Financial Planning and Wealth Management at Perspective Financial Group Ltd.
AeroLeads has found 1 work email signal at @ajg.com for Martyn Davey Apfs at Perspective Financial Group Ltd.
Martyn Davey Apfs is based in Leeds, England, United Kingdom while working with Perspective Financial Group Ltd.
Martyn Davey Apfs has worked for Perspective Financial Group Ltd, Argentis, Arthur J. Gallagher International, Broadstone Group, and Yorkshire Bank.
Martyn Davey Apfs's colleagues at Perspective Financial Group Ltd include Harrison Cole, Ashleigh Luke, Charles James Dippfs, Andrew Luczynski, and Clare Brandon.
You can use AeroLeads to view verified contact signals for Martyn Davey Apfs at Perspective Financial Group Ltd, including work email, phone, and LinkedIn data when available.
Martyn Davey Apfs studied at Intake High School.
Martyn Davey Apfs is listed with skills including Investment Strategies, Inheritance Tax Planning, Retirement Planning, Business Planning, Financial Risk, Wealth Management, Strategic Financial Planning, and Financial Advisory.
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