AFH Wealth Management

Independent Financial Adviser Cedarwood Court, Rotherham, S61 2XS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th April 2019
As a Chartered Financial Planning firm, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Andrew Broadhurst Dip PFS
Independent Financial Adviser
What our clients say
We have always found Andy Broadhurst punctual, pleasant and polite. He takes time to explain things in detail and is always ready to answer our questions. Andy doesn't rush us into making decisions but gives us time to think and talk things through first. He is conscientious and keeps in touch to explain anything new. We are grateful for all his helpful and sound advice so far and hope it will continue for a long time to come.
David and Margaret, Mexborough
me and my wife would like to thank you for your professional and independent financial advise over the years and would recommend your services.
Peter & Stephanie, Rotherham
I have known Andy Broadhurst almost 6 years now, and would like to say that I am very satisfied with the advice and service he offers. My financial requirements are thoroughly understood and catered for. I can get in touch with him anytime and nothing is too much trouble. He provides a Professional, polite and understanding service. I'd be happy to reccomend Andy Broadhurst
Mark, Rotherham
Hi Andy Just want to thank you for coming again last week and answering my questions, sometimes it is easier to understand things face to face and not over the phone. What I like about you is you give me the facts but don't try to talk me into anything I'm not comfortable with. I wouldn't hesitate to pass your name on to anyone who needs financial advice.
Jennifer, Rotherham
Having known Andy from his days at CIS when I needed a financial adviser he was my natural choice and what a good choice he turned out to be. Over many years I have found him to be knowledgeable and during our conversations the advice he gave me I always felt was the best possible with me having the final decision.
Brian, Rotherham
We have known Andy as an advisor for a number of years now. In all that time he has always done his best for us and helped us in any way he could. Nothing is ever too much trouble, he is always at the other end of the phone whenever we need him. He has always been totally honest with us and explained everything to us in the simplest of terms, as it is all such a mine field to us! Not only has he advised us on where to invest our money but has recently helped organise my husband’s pension for his retirement – which was not a simple job with all the complications there were. Andy has always gone the extra mile for us and we trust him completely.
June & Vic, Rotherham
I would like to recommend Andrew Broadhurst as an exceptional financial advisor for the following reasons: - My partner, who himself was a financial advisor before retiring from the industry, worked with Andrew for many years. - Of all the colleagues he had worked with, Andrew stood out as an advisor who always treated customers fairly, had a thorough knowledge of financial services and excellent communication skills ie he spoke plain English and did not use jargon. - Therefore when he left the industry he had no hesitation in recommending Andrew to take over as my financial advisor. - Andrew met all these expectations and I am delighted with the service he provided both during my initial consultation and ongoing reviews. - I know I can call him any time with questions and he will help if he can. - I am therefore happy to recommend Andrew as a financial advisor to family and friends.
Janice, Sheffield
We Have Known Mr A. Broadhurst for a number of years and found his advice beneficial. We find him very knowledgeable, explicit and diligent (careful and conscientious).
Mr & Mrs G.T. France, Rotherham
Over the past 4 years Andy Broadhurst has been my financial adviser, He is approachable and gains a full insight of what my individual needs are. All aspects that we discuss are thoroughly researched before any recommendation is made. Andy answered all my questions making sure I fully understood the recommendations, before I made a final decision I would highly recommend Andy if you are looking for financial advice as you get 100% commitment, confidentiality and professionalism.
David, Sheffield
Where to find us

Cedarwood Court, Rotherham, S61 2XS

Make an enquiry
About us

As a large Chartered practice, we are considered to be amongst the top 10% of financial advisory firms in the country, but our commitment to excellence doesn’t stop there.

Put simply, our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of both generalised and specialist professional qualifications, with many having achieved (or on course to achieve) individual Chartered Status. Alongside the technical proficiency, we also require our advisers to have extensive real-world industry experience and an impeccable track record for upholding high standards of ethical behaviour.

Our services

Our local adviser based in Rotherham is Andrew Broadhurst, with 25 years experience in financial services he is fully qualified to give independent advice across all key areas of financial planning.

Whether it's pensions, income protection, life cover or investment advice you're looking for, Andrew will endeavour to find the best solution to fit your unique requirements and circumstances.

That's why he offers prospective clients a free initial consultation, so that he can fully understand your goals and objectives, and make sure you're completely happy with his recommendations.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Thomas Heald Limited is authorised and regulated by the Financial Conduct Authority ( No. 492792)
Registered in England and Wales No. 06622318. Registered address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TG. Tel. . Email:

Similar advisers near you

Independent Financial Adviser 2.17 mi
Award winning chartered financial planning firm giving quality independent advice
 
Independent Financial Adviser 2.27 mi
A fully qualified Independent Financial Adviser with over 20 years' experience offering friendly impartial advice for individuals and corporate clients.
 
Independent Financial Adviser 3.11 mi
We offer a excellent advice service in a plain speaking, honest and client friendly way.
 
Independent Financial Adviser 4.19 mi
Provide clear, concise and cost effective advice, together with a very high standard of customer service.