Tim Windram Apfs
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Tim Windram Apfs Email & Phone Number

Chartered Financial Planner at Charles Stanley & Co. Limited
Location: Leicester, England, United Kingdom 4 work roles 1 school
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Current company
Charles Stanley & Co. Limited
Role
Chartered Financial Planner
Location
Leicester, England, United Kingdom
Company size
710 employees

Who is Tim Windram Apfs? Overview

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Quick answer

Tim Windram Apfs is listed as Chartered Financial Planner at Charles Stanley & Co. Limited, a with 710 employees, based in Leicester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tim Windram Apfs.

Tim Windram Apfs previously worked as Paraplanner at Brewin Dolphin and Administrator / Paraplanner at Victoria Financial Management / Hampton Dean. Tim Windram Apfs studied at Lutterworth Grammar School.

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Email format at Charles Stanley & Co. Limited

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Charles Stanley & Co. Limited

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Profile bio

About Tim Windram Apfs

Thank you for viewing my profile.I work within an experienced team, providing advice to High Net Worth clients.With over 20 years experience in the financial services industry, I have worked during this time for life companies, Independent Financial Advisers and Investment Management firms, giving me a wide breadth of knowledge and experience.I am passionate about making a difference to clients in assisting to achieve their financial goals. My team and I are happy to assist in helping with financial planning, including the following areas:> Retirement and pensions Planning> Inheritance Tax Planning> Capital Gains Tax and Income Tax planning> Reviewing of current situation and preparing a strategy for the futureI would be happy to hear from you if you would like more information or have any questions.In my spare time, I enjoy watching football matches, running, reading, and spending time with my family. I completed Brighton Marathon this year having lost nearly five stone recently.

Listed skills include Pensions, Investments, Trusts, Protection, and 12 others.

Current workplace

Tim Windram Apfs's current company

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Charles Stanley & Co. Limited
Charles Stanley & Co. Limited
Chartered Financial Planner
london, greater london, united kingdom
Website
charles-stanley.co.uk
Employees
710
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4 roles · 27 years

Tim Windram Apfs work experience

A career timeline built from the work history available for this profile.

Paraplanner

Brewin Dolphin

Working supporting an adviser dealing with high net worth clients, meeting product providers, writing suitability reports, and assisting with managing the team.

2009 - 2013 ~4 yrs

Administrator / Paraplanner

Victoria Financial Management / Hampton Dean

Working within a small team, I supported several Financial Advisers. My role included providing technical support, researching the most appropriate products and providers, and writing suitability letters.

2005 - 2009 ~4 yrs

Ifa Support

Standard Life

I worked on the New Business team, processing application forms, producing illustrations and providing a telephone service for Independent Financial Advisers.

2000 - 2004 ~4 yrs
Team & coworkers

Colleagues at Charles Stanley & Co. Limited

Other employees you can reach at charles-stanley.co.uk. View company contacts for 710 employees →

JP Jessica Parrish Jessica Parrish Colleague at Charles Stanley & Co. LimitedLondon, England, United Kingdom View → MM Mark Merten-Jones Chartered Fcsi Mark Merten-Jones Chartered Fcsi Colleague at Charles Stanley & Co. LimitedWest Midlands, England, United Kingdom View → JJ Joe Jennings Joe Jennings Colleague at Charles Stanley & Co. LimitedRomford, England, United Kingdom View → CF Claire Frazier Claire Frazier Colleague at Charles Stanley & Co. LimitedLightwater, England, United Kingdom View → CM Christy Mullis Christy Mullis Colleague at Charles Stanley & Co. LimitedBromley, England, United Kingdom View → AW Adam Walker Adam Walker Colleague at Charles Stanley & Co. LimitedManchester Area, United Kingdom View → VM Venetia Malpas Venetia Malpas Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom View → JM Jeremy Messenger Jeremy Messenger Colleague at Charles Stanley & Co. LimitedBournemouth, England, United Kingdom View → SW Scott Wootton Scott Wootton Colleague at Charles Stanley & Co. LimitedBexley, England, United Kingdom View → GP Gino Palmeri Gino Palmeri Colleague at Charles Stanley & Co. LimitedGreater London, England, United Kingdom View →
1 education record

Tim Windram Apfs education

  • Lutterworth Grammar School
    Lutterworth Grammar School
FAQ

Frequently asked questions about Tim Windram Apfs

Quick answers generated from the profile data available on this page.

What company does Tim Windram Apfs work for?

Tim Windram Apfs works for Charles Stanley & Co. Limited.

What is Tim Windram Apfs's role at Charles Stanley & Co. Limited?

Tim Windram Apfs is listed as Chartered Financial Planner at Charles Stanley & Co. Limited.

Where is Tim Windram Apfs based?

Tim Windram Apfs is based in Leicester, England, United Kingdom while working with Charles Stanley & Co. Limited.

What companies has Tim Windram Apfs worked for?

Tim Windram Apfs has worked for Charles Stanley & Co. Limited, Brewin Dolphin, Victoria Financial Management / Hampton Dean, and Standard Life.

Who are Tim Windram Apfs's colleagues at Charles Stanley & Co. Limited?

Tim Windram Apfs's colleagues at Charles Stanley & Co. Limited include Jessica Parrish, Mark Merten-Jones Chartered Fcsi, Joe Jennings, Claire Frazier, and Christy Mullis.

How can I contact Tim Windram Apfs?

You can use AeroLeads to view verified contact signals for Tim Windram Apfs at Charles Stanley & Co. Limited, including work email, phone, and LinkedIn data when available.

What schools did Tim Windram Apfs attend?

Tim Windram Apfs studied at Lutterworth Grammar School.

What skills is Tim Windram Apfs known for?

Tim Windram Apfs is listed with skills including Pensions, Investments, Trusts, Protection, Income Tax Planning, Inheritance Tax Planning, High Net Worth Individuals, and Investment Strategies.

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