AFH Wealth Management

AFH Financial Group’s insistence on integrating financial planning as a component of wealth management has made us one of the UK’s fastest-growing financial services businesses. In a sector dominated by financial management businesses and models designed for the pre-digital era, our unique, holistic financial optimiser programme has proven the key to effective wealth management in today’s highly competitive, fast-paced paradigm. As an AFH client, your hand-picked AFH adviser* is your gateway to the elite, in-house team of UK-leading financial analysts, legal and tax advisors, traders and portfolio managers that they coordinate. Our optimiser programme provides the framework for their development of your personal wealth management strategy and ensures on-going continual monitoring and adjustment. Flexibility is maximised by things like our own rapid-response tactical fund and in-house resources that minimise fees. In a world where the Pensions Institute reveal “Only 1% of fund managers produce sufficient returns to offset trading and operating costs” this in itself, gives our clients a significant advantage. Part of our role is to identify the smart 1%, but there are many more benefits to the AFH approach. Having pioneered a new and more relevant financial services sub-set, AFH is now setting out to make this the

I am an IFA with 34 years experience within the Banking industry. I represent AFH Wealth Management who are based in Bromsgrove. AFH was established over 26 years ago and is a growing business established to provide independent advise to clients.

I can help clients, both personal and business, across all areas of financial planning. I cover a wide geographical area including Northamptonshire, Bedfordshire, Buckinghamshire, Cambridgeshire, Oxfordshire and the West Midlands and Warwickshire.

I offer an advisory service that includes ongoing reviews to ensure your financial plans remain on track.

I aim to give the highest levels of service.