Adam Ruane at AFH Wealth Management

Independent Financial Adviser  Clinton Ln, Kenilworth, CV8 2JR
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FCA authorised
Last authorised 13th September 2021
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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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
Meet our advisers
Mr Adam Ruane
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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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

Clinton Ln, Kenilworth, CV8 1BB

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