AFH Wealth Management

It is my belief that financial planning should start with your story. Before we touch upon your financial situation, my first priority is to discover:

1) How your story started;
2) Where you are right now; and
3) Where you ideally want your story to go in the future.

Once we’ve got a clear vision for your future lifestyle, I then take stock of your current needs and circumstances, as well as any existing future provisions you may have.

Then comes the exciting part: using specialist software and advanced financial modelling techniques, I'll construct a detailed strategy for making your ideal lifestyle a reality.

Once in place, I take the time to carefully review and update your strategy on an annual basis. If anything has changed, I will make the necessary adjustments to ensure everything stays on course.

In my opinion, financial plans and products are merely tools to get the job done. My primary focus is on giving you the clarity, freedom and peace of mind to live life on your terms, without fear, and without regrets.

Like the sound of this approach? Book a free initial meeting today to see how it could work for you.

I am a Certified Financial Planner at Thomas Heald Ltd, a Chartered Financial Planning company based in Chesterfield, Leeds and Doncaster.

Having worked in financial services since 1998, I've gained a huge amount of expertise in all aspects of the financial planning process - from financial products such as pension and investment plans, to more complex areas such as cashflow modelling and business financial planning.

I spend most of my time as a recommended adviser for several well-established professional partners, such as accountancy and solicitors’ practices, as well as providing a high level of service to my private clients.