Adam Ruane at AFH Wealth Management

Independent Financial Adviser  Clinton Ln, Kenilworth, CV8 2JR
First meeting at adviser's own cost
I am a qualified Independent Financial Adviser and part of AFH Wealth Management, who are one of the UK’s leading independent financial advisory firms.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
Response rating
9.3/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Adam Ruane

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

I have been working as a Financial Adviser for over 15 years and can offer a clear personalised advice tailored to your life and future goals. I provide fully independent financial advice and will take the time to fully understand your needs, this way I can help you achieve your financial goals and objectives, but also provide you with greater clarity, confidence and peace of mind.

Our services

My areas of expertise are:

Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement'
Investment and Savings Advice
Personal Protection
Corporate Financial Planning

Where to find us
Head office address: Clinton Ln, Kenilworth, CV8 2JR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 14th June 2021

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