Richard Fearn Apfs Email and Phone Number
I am a Chartered Financial Planner specialising in advising and helping clients to protect what they have worked so hard for. Working together to create personalised financial plans to help you achieve your goals, including all aspects of financial advisory, pensions, investments and wealth management.
Betterment Wealth Ltd
View- Website:
- bettermentwealth.co.uk
- Employees:
- 2
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Founder And Chartered Financial PlannerBetterment Wealth LtdCambridge, Gb -
Founder & Chartered Financial PlannerBetterment Wealth Ltd Mar 2024 - PresentCambridge, England, United KingdomI help individuals, families and small business owners plan for their financial futures. -
Chartered Financial PlannerAdvies Private Clients Llp Dec 2013 - Mar 2024Millennium Bridge House, London, Ec4V 4ArI provide valuable independent financial advice to individuals and small businesses on investments, retirement planning, tax planning, property finance and protection needs. With the support of Advies Private Clients, I deliver a high level of service which has seen my business grow over the years, largely by referrals from existing clients.Being Chartered not only shows my level of experience and knowledge, it also demonstrates my commitment to the profession and my commitment to my existing and future clients, whom I find it incredibly rewarding to provide financial to, and being able to demonstrate the value of my service and provide the financial peace of mind they desire.Advies Private Clients LLP are a financial advisory firm; providing independent financial advice to our clients covering a range of areas, including: Investment, Retirement, Lending, Protection, and Tax Planning. Our aim is to demonstrate and provide value that we can bring to your arrangements. We have spent many years investing in and building strong relationships with our clients to ensure they are well advised and guided in their decision-making. Advies are a long-established business that has a strong affinity with our clients. The business has grown over the years by referral from personal and professional introductions. This demonstrates that we treat every client equally and provide a consistently professional level of service. Advies believe that, by investing in our business through professional development, processes and technology, Advies are able to continually provide a high standard of advice and ongoing management to all our clients. -
Financial AdviserVista Financial Solutions Mar 2008 - Dec 2013Moorgate, London
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Mortgage AdviserLandmark Financial Resources Apr 2003 - Feb 2008Independent Mortgage Adviser
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Sales Support AdministratorAllied Dunbar/Zurich Advice Network Jun 2001 - Apr 2003Part of a team of 5 that supported sales staff in London City office of Allied Dunbar/Zurich Advice Network. Processing new business, general maintainence of the office and offering assistance to the Financial Advisers. This is where I decided that this industry was for me and began my studies to obtain the necessary accreditations to qualify as a Financial Adviser.
Richard Fearn Apfs Education Details
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Chingford Foundation School
Frequently Asked Questions about Richard Fearn Apfs
What company does Richard Fearn Apfs work for?
Richard Fearn Apfs works for Betterment Wealth Ltd
What is Richard Fearn Apfs's role at the current company?
Richard Fearn Apfs's current role is Founder and Chartered Financial Planner.
What schools did Richard Fearn Apfs attend?
Richard Fearn Apfs attended Chingford Foundation School.
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